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
2001
$11K ﹤0.01%
268
-8,731
2002
$11K ﹤0.01%
256
-406
2003
$11K ﹤0.01%
512
+10
2004
$11K ﹤0.01%
352
-100
2005
$11K ﹤0.01%
2,965
2006
$11K ﹤0.01%
214
-5,109
2007
$11K ﹤0.01%
261
-8,165
2008
$11K ﹤0.01%
430
2009
$11K ﹤0.01%
645
+11
2010
$11K ﹤0.01%
116
-57
2011
$11K ﹤0.01%
380
-1
2012
$11K ﹤0.01%
50
2013
$11K ﹤0.01%
155
2014
$11K ﹤0.01%
474
-43
2015
$11K ﹤0.01%
500
2016
$11K ﹤0.01%
8,000
-245,723
2017
$10K ﹤0.01%
146
-26
2018
$10K ﹤0.01%
260
-2,245
2019
$10K ﹤0.01%
500
2020
$10K ﹤0.01%
800
2021
$10K ﹤0.01%
160
-138
2022
$10K ﹤0.01%
158
-150
2023
$10K ﹤0.01%
115
-30
2024
$10K ﹤0.01%
450
+7
2025
$10K ﹤0.01%
84
79 80
81
82 83