SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
2776
– –
-66
2777
– –
-41
2778
– –
-423
2779
– –
-373
2780
– –
-8,076
2781
– –
-601
2782
– –
-92
2783
– –
-2,776
2784
– –
-1,659
2785
– –
-8,458
2786
– –
-842
2787
– –
-523
2788
– –
-500
2789
– –
-2,115
2790
– –
-10,467
2791
– –
-115
2792
– –
-4,787
2793
– –
-4,000
2794
– –
-1,014
2795
– –
-7,179
2796
– –
-486
2797
– –
-733
2798
– –
-900
2799
– –
-600
2800
– –
-112
110 111
112
113 114