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
1601
$34K ﹤0.01%
1,700
1602
$34K ﹤0.01%
419
-17,012
1603
$34K ﹤0.01%
1,000
1604
$34K ﹤0.01%
352
-33
1605
$34K ﹤0.01%
1,082
-15,873
1606
$34K ﹤0.01%
1,322
-4,967
1607
$34K ﹤0.01%
476
-435
1608
$33K ﹤0.01%
1,325
+7
1609
$33K ﹤0.01%
2,645
1610
$33K ﹤0.01%
292
-9
1611
$33K ﹤0.01%
412
+14
1612
$33K ﹤0.01%
1,369
1613
$33K ﹤0.01%
531
+331
1614
$33K ﹤0.01%
540
-868
1615
$32K ﹤0.01%
856
-500
1616
$32K ﹤0.01%
1,100
+1,000
1617
$32K ﹤0.01%
210
-740
1618
$32K ﹤0.01%
231
-197
1619
$32K ﹤0.01%
950
1620
$32K ﹤0.01%
620
+325
1621
$32K ﹤0.01%
305
-108
1622
$32K ﹤0.01%
1,891
1623
$32K ﹤0.01%
7,529
-7,518
1624
$31K ﹤0.01%
1,216
+42
1625
$31K ﹤0.01%
153
-311
63 64
65
66 67