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
801
$246K 0.01%
5,697
-111
802
$246K 0.01%
3,860
-1,288
803
$246K 0.01%
2,257
+778
804
$246K 0.01%
5,910
-31,858
805
$245K 0.01%
2,284
-214
806
$243K 0.01%
5,061
+1,621
807
$242K 0.01%
3,360
-2,145
808
$242K 0.01%
326
-57
809
$241K 0.01%
4,947
-15,265
810
$241K 0.01%
18,000
+11,865
811
$241K 0.01%
3,036
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812
$240K 0.01%
+360
813
$240K 0.01%
8,509
814
$240K 0.01%
7,656
-63
815
$240K 0.01%
29,000
-908
816
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7,517
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817
$239K 0.01%
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818
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3,303
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$237K 0.01%
16,043
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820
$237K 0.01%
2,147
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$237K 0.01%
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$236K 0.01%
+1,586
823
$236K 0.01%
1,565
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824
$235K 0.01%
5,966
-8,577
825
$235K 0.01%
4,427
-51
31 32
33
34 35