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
1326
$68K ﹤0.01%
992
-3,528
1327
$68K ﹤0.01%
2,507
1328
$68K ﹤0.01%
3,378
-420
1329
$67K ﹤0.01%
1,120
1330
$67K ﹤0.01%
+1,850
1331
$67K ﹤0.01%
1,483
+290
1332
$67K ﹤0.01%
2,919
1333
$67K ﹤0.01%
259
-523
1334
$67K ﹤0.01%
4,432
-16,884
1335
$67K ﹤0.01%
2,487
+2
1336
$66K ﹤0.01%
812
-1,013
1337
$66K ﹤0.01%
976
+31
1338
$66K ﹤0.01%
1,819
-481
1339
$66K ﹤0.01%
3,878
-2,833
1340
$66K ﹤0.01%
2,400
-291
1341
$65K ﹤0.01%
+4,515
1342
$65K ﹤0.01%
916
-5,074
1343
$65K ﹤0.01%
3,618
+92
1344
$65K ﹤0.01%
3,048
+1,082
1345
$64K ﹤0.01%
370
+100
1346
$64K ﹤0.01%
2,374
+692
1347
$64K ﹤0.01%
6,359
1348
$64K ﹤0.01%
398
-258
1349
$64K ﹤0.01%
1,139
-138
1350
$64K ﹤0.01%
1,166
52 53
54
55 56