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
876
$209K 0.01%
1,260
877
$207K 0.01%
6,500
+2,614
878
$207K 0.01%
19,103
+13,736
879
$207K 0.01%
1,742
+2
880
$207K 0.01%
3,200
-3,425
881
$206K 0.01%
14,302
-1,829
882
$206K 0.01%
6,305
883
$206K 0.01%
2,560
+847
884
$205K 0.01%
2,184
-146
885
$205K 0.01%
7,057
+1,938
886
$205K 0.01%
5,563
+1,372
887
$205K 0.01%
38,531
-4,418
888
$205K 0.01%
1,850
+328
889
$205K 0.01%
5,846
890
$204K 0.01%
2,044
+349
891
$204K 0.01%
7,750
892
$203K 0.01%
3,871
893
$203K 0.01%
27,100
+4,020
894
$202K 0.01%
1,001
-505
895
$202K 0.01%
594
-7
896
$202K 0.01%
910
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897
$202K 0.01%
1,616
+455
898
$202K 0.01%
4,118
899
$202K 0.01%
6,252
-806
900
$201K 0.01%
1,915
34 35
36
37 38