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
1801
$20K ﹤0.01%
+4,000
1802
$20K ﹤0.01%
+1,195
1803
$20K ﹤0.01%
860
+687
1804
$20K ﹤0.01%
509
+5
1805
$20K ﹤0.01%
232
-766
1806
$20K ﹤0.01%
6,600
1807
$20K ﹤0.01%
2
1808
$20K ﹤0.01%
700
-2,500
1809
$20K ﹤0.01%
525
-90
1810
$20K ﹤0.01%
1,005
1811
$20K ﹤0.01%
408
+66
1812
$20K ﹤0.01%
1,536
1813
$20K ﹤0.01%
240
+11
1814
$20K ﹤0.01%
253
-17
1815
$20K ﹤0.01%
420
1816
$20K ﹤0.01%
+227
1817
$20K ﹤0.01%
2,187
1818
$20K ﹤0.01%
266
+200
1819
$20K ﹤0.01%
9,286
-83,832
1820
$20K ﹤0.01%
257
1821
$20K ﹤0.01%
764
-244
1822
$20K ﹤0.01%
600
-1,808
1823
$20K ﹤0.01%
1,435
1824
$20K ﹤0.01%
959
1825
$19K ﹤0.01%
942
-2,160
71 72
73
74 75