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
2901
– –
-588
2902
– –
-5,500
2903
– –
-432
2904
– –
-1,070
2905
– –
-2,000
2906
– –
-5,575
2907
– –
-1,000
2908
– –
-1,038
2909
– –
-106
2910
– –
-47,316
2911
– –
-13
2912
– –
-250
2913
– –
-16
2914
– –
-1,053
2915
– –
-9
2916
– –
-29
2917
– –
-133
2918
– –
-46
2919
– –
-478
2920
– –
-84,048
2921
– –
-1,000
2922
– –
-9,800
2923
– –
-9
2924
– –
-1,260
2925
– –
-17
115 116
117
118 119