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
1501
$43K ﹤0.01%
4,362
-33,713
1502
$43K ﹤0.01%
326
-29
1503
$43K ﹤0.01%
940
-21
1504
$43K ﹤0.01%
1,179
-2,644
1505
$43K ﹤0.01%
3,411
-678
1506
$43K ﹤0.01%
1,007
-405
1507
$42K ﹤0.01%
3,616
-1,135
1508
$42K ﹤0.01%
1,808
+958
1509
$42K ﹤0.01%
894
-2,476
1510
$42K ﹤0.01%
1,163
1511
$42K ﹤0.01%
1,688
-500
1512
$42K ﹤0.01%
1,037
-13
1513
$42K ﹤0.01%
420
-554
1514
$42K ﹤0.01%
130
-189
1515
$42K ﹤0.01%
+1,429
1516
$41K ﹤0.01%
519
-869
1517
$41K ﹤0.01%
810
1518
$41K ﹤0.01%
1,000
1519
$41K ﹤0.01%
1,835
-265
1520
$41K ﹤0.01%
536
1521
$41K ﹤0.01%
346
1522
$41K ﹤0.01%
1,448
-400
1523
$41K ﹤0.01%
1,843
1524
$40K ﹤0.01%
832
-8,301
1525
$40K ﹤0.01%
1,253
+185
59 60
61
62 63