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
651
$382K 0.01%
3,526
-716
652
$375K 0.01%
24,597
+398
653
$375K 0.01%
5,716
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654
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655
$370K 0.01%
8,511
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656
$370K 0.01%
14,837
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657
$369K 0.01%
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658
$367K 0.01%
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659
$367K 0.01%
45,431
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660
$367K 0.01%
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661
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6,553
662
$365K 0.01%
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663
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8,446
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664
$365K 0.01%
7,016
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665
$361K 0.01%
14,656
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667
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668
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670
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6,155
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671
$355K 0.01%
817
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$354K 0.01%
21,780
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673
$353K 0.01%
32,913
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674
$353K 0.01%
8,419
-234,589
675
$352K 0.01%
24,983
+1,815
25 26
27
28 29