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
151
$5.16M 0.14%
193,766
-940
152
$5.11M 0.14%
91,979
-280
153
$5.06M 0.14%
24,651
+41
154
$5.01M 0.13%
49,158
+9,415
155
$4.94M 0.13%
96,433
+11,026
156
$4.93M 0.13%
31,291
+1,880
157
$4.88M 0.13%
73,706
-18,200
158
$4.86M 0.13%
53,313
-125,622
159
$4.73M 0.13%
113,186
+10,078
160
$4.68M 0.13%
18,729
-330
161
$4.64M 0.12%
147,381
-79,746
162
$4.63M 0.12%
46,772
-18,513
163
$4.58M 0.12%
73,904
-8,612
164
$4.52M 0.12%
111,971
+34,394
165
$4.45M 0.12%
65,810
-58,670
166
$4.39M 0.12%
224,949
+106,764
167
$4.39M 0.12%
39,560
-11,163
168
$4.32M 0.12%
55,238
+3,861
169
$4.3M 0.12%
151,206
+85,752
170
$4.23M 0.11%
22,532
-694
171
$4.22M 0.11%
31,374
-4,942
172
$4.17M 0.11%
232,329
+51,453
173
$4.14M 0.11%
181,122
+40,083
174
$4.12M 0.11%
81,224
-554,632
175
$4.11M 0.11%
40,554
+16,989
5 6
7
8 9