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
2876
– –
-16
2877
– –
-602
2878
– –
-500
2879
– –
-11,000
2880
– –
-49
2881
– –
-10,125
2882
– –
-735
2883
– –
-40,021
2884
– –
-725
2885
– –
-6
2886
– –
-1,186
2887
– –
-5,478
2888
– –
-4,450
2889
– –
-2,284
2890
– –
-520
2891
– –
-1,420
2892
– –
-300
2893
– –
-135
2894
– –
-300
2895
– –
-863
2896
– –
-120
2897
– –
-2,000
2898
– –
-5,575
2899
– –
-1,000
2900
– –
-1,038
114 115
116
117 118