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
1726
$25K ﹤0.01%
3,174
-533
1727
$25K ﹤0.01%
848
-1,371
1728
$25K ﹤0.01%
754
-88
1729
$25K ﹤0.01%
600
1730
$25K ﹤0.01%
493
-7,803
1731
$25K ﹤0.01%
1,922
1732
$25K ﹤0.01%
+2,000
1733
$24K ﹤0.01%
516
-503
1734
$24K ﹤0.01%
900
1735
$24K ﹤0.01%
547
-15
1736
$24K ﹤0.01%
550
-562
1737
$24K ﹤0.01%
3,992
+3,648
1738
$24K ﹤0.01%
1,344
+21
1739
$24K ﹤0.01%
1,400
-3,197
1740
$24K ﹤0.01%
141
1741
$24K ﹤0.01%
2,147
1742
$24K ﹤0.01%
600
-10
1743
$24K ﹤0.01%
509
1744
$24K ﹤0.01%
100
-14
1745
$24K ﹤0.01%
1,918
1746
$24K ﹤0.01%
2,000
1747
$24K ﹤0.01%
+700
1748
$23K ﹤0.01%
+972
1749
$23K ﹤0.01%
2,256
1750
$23K ﹤0.01%
270
-116
68 69
70
71 72