SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
-$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,027
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$18.2M
3
+$16.2M
4
ELV icon
Elevance Health
ELV
+$11.9M
5
NOW icon
ServiceNow
NOW
+$11.7M

Top Sells

1
+$31.4M
2
+$28.1M
3
+$19.4M
4
CDNS icon
Cadence Design Systems
CDNS
+$16.6M
5
CRL icon
Charles River Laboratories
CRL
+$16.6M

Sector Composition

1 Technology 14.26%
2 Financials 6.98%
3 Consumer Discretionary 6.87%
4 Healthcare 5.51%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
– –
-30
2602
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-35
2603
– –
-6
2604
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-2
2605
– –
-58
2606
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-631
2607
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-860
2608
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-67
2609
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-328
2610
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-139
2611
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-4,600
2612
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-20,292
2613
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-176,107
2614
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-3
2615
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-700
2616
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-3,500
2617
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-4,200
2618
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2619
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-751
2620
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-1,668
2621
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-3,584
2622
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-317
2623
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-152
2624
– –
-16
2625
– –
-58
103 104
105
106 107