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
1826
$19K ﹤0.01%
500
1827
$19K ﹤0.01%
565
-780
1828
$19K ﹤0.01%
+3,040
1829
$19K ﹤0.01%
1,000
-500
1830
$19K ﹤0.01%
735
-12,424
1831
$19K ﹤0.01%
250
-100
1832
$19K ﹤0.01%
300
1833
$19K ﹤0.01%
4,000
1834
$19K ﹤0.01%
84
-185
1835
$19K ﹤0.01%
716
-1,126
1836
$19K ﹤0.01%
259
-34
1837
$19K ﹤0.01%
1,278
1838
$19K ﹤0.01%
479
-23
1839
$19K ﹤0.01%
+339
1840
$19K ﹤0.01%
177
-46
1841
$19K ﹤0.01%
213
-22
1842
$19K ﹤0.01%
500
1843
$18K ﹤0.01%
1,044
-206
1844
$18K ﹤0.01%
2,000
1845
$18K ﹤0.01%
+600
1846
$18K ﹤0.01%
300
1847
$18K ﹤0.01%
5,355
-1,101
1848
$18K ﹤0.01%
198
1849
$18K ﹤0.01%
710
+210
1850
$18K ﹤0.01%
+354
72 73
74
75 76