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
726
$299K 0.01%
203
-566
727
$298K 0.01%
1,135
+80
728
$298K 0.01%
5,281
+490
729
$296K 0.01%
2,466
-364
730
$295K 0.01%
8,880
+293
731
$295K 0.01%
621
-231
732
$295K 0.01%
607
+3
733
$295K 0.01%
17,723
-1,890
734
$295K 0.01%
6,271
+2,669
735
$294K 0.01%
2,294
+261
736
$294K 0.01%
3,145
-5,875
737
$292K 0.01%
8,414
+677
738
$292K 0.01%
2,987
-65
739
$291K 0.01%
9,550
740
$289K 0.01%
6,225
-270
741
$286K 0.01%
7,849
-32,133
742
$286K 0.01%
9,888
-204
743
$282K 0.01%
29,348
744
$282K 0.01%
5,368
-5
745
$282K 0.01%
2,289
-4,650
746
$280K 0.01%
11,590
+65
747
$280K 0.01%
3,733
-1,058
748
$280K 0.01%
9,088
749
$278K 0.01%
4,926
-24
750
$278K 0.01%
2,241
-4
28 29
30
31 32