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
576
$500K 0.01%
7,737
-4,124
577
$495K 0.01%
6,103
+1,891
578
$492K 0.01%
2,663
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579
$492K 0.01%
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580
$491K 0.01%
17,421
-6,464
581
$490K 0.01%
18,210
+1,188
582
$489K 0.01%
5,893
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583
$489K 0.01%
12,371
584
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585
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5,944
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586
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691
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20,271
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588
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13,135
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589
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3,491
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595
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597
$466K 0.01%
4,010
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4,829
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599
$463K 0.01%
10,085
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600
$463K 0.01%
35,185
-27,718
22 23
24
25 26