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
2726
– –
-66
2727
– –
-41
2728
– –
-423
2729
– –
-373
2730
– –
-8,076
2731
– –
-601
2732
– –
-92
2733
– –
-2,776
2734
– –
-1,659
2735
– –
-8,458
2736
– –
-842
2737
– –
-59
2738
– –
-158
2739
– –
-890
2740
– –
-59
2741
– –
-1,000
2742
– –
-142
2743
– –
-34
2744
– –
-52
2745
– –
-31
2746
– –
-20
2747
– –
-32
2748
– –
-4,230
2749
– –
-100
2750
– –
-26
108 109
110
111 112