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
901
$201K 0.01%
2,877
-3,203
902
$200K 0.01%
1,200
-6
903
$200K 0.01%
2,251
-3,049
904
$200K 0.01%
4,138
-1,328
905
$199K 0.01%
1,311
-540
906
$197K 0.01%
1,566
-905
907
$197K 0.01%
4,000
908
$196K 0.01%
3,758
-179
909
$196K 0.01%
3,739
+421
910
$196K 0.01%
1,952
-7
911
$196K 0.01%
576
-1,365
912
$195K 0.01%
3,070
+1,788
913
$194K 0.01%
5,418
-3,654
914
$194K 0.01%
888
-25
915
$193K 0.01%
5,195
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$193K 0.01%
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918
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919
$191K 0.01%
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920
$189K 0.01%
3,516
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921
$189K 0.01%
4,456
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$189K 0.01%
2,594
-300
923
$188K 0.01%
8,510
+8,382
924
$188K 0.01%
9,593
925
$187K 0.01%
6,159
-8,513
35 36
37
38 39