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
1226
$85K ﹤0.01%
+2,400
1227
$84K ﹤0.01%
1,111
-849
1228
$84K ﹤0.01%
954
-152
1229
$84K ﹤0.01%
1,224
-175
1230
$84K ﹤0.01%
737
-17
1231
$84K ﹤0.01%
1,123
+1
1232
$83K ﹤0.01%
3,481
+24
1233
$83K ﹤0.01%
626
-68
1234
$83K ﹤0.01%
458
-190
1235
$83K ﹤0.01%
1,726
-671
1236
$83K ﹤0.01%
4,750
+26
1237
$83K ﹤0.01%
2,800
+800
1238
$82K ﹤0.01%
2,873
+147
1239
$82K ﹤0.01%
2,099
1240
$82K ﹤0.01%
+1,003
1241
$82K ﹤0.01%
2,219
+314
1242
$82K ﹤0.01%
464
-3,011
1243
$82K ﹤0.01%
1,398
-10,914
1244
$82K ﹤0.01%
1,494
1245
$82K ﹤0.01%
1,201
1246
$81K ﹤0.01%
1,628
-35
1247
$81K ﹤0.01%
538
-170
1248
$81K ﹤0.01%
2,254
+1,418
1249
$81K ﹤0.01%
1,500
1250
$81K ﹤0.01%
208
48 49
50
51 52