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
2026
$10K ﹤0.01%
301
-338
2027
$10K ﹤0.01%
250
2028
$10K ﹤0.01%
113
2029
$10K ﹤0.01%
252
-60
2030
$10K ﹤0.01%
384
-3,232
2031
$10K ﹤0.01%
100
-2,988
2032
$10K ﹤0.01%
360
2033
$10K ﹤0.01%
50
-15
2034
$10K ﹤0.01%
110
-17
2035
$10K ﹤0.01%
788
+200
2036
$10K ﹤0.01%
617
-3,641
2037
$10K ﹤0.01%
243
-18,439
2038
$10K ﹤0.01%
352
2039
$10K ﹤0.01%
164
-2
2040
$10K ﹤0.01%
1,650
2041
$10K ﹤0.01%
57
-300
2042
$10K ﹤0.01%
665
+15
2043
$10K ﹤0.01%
223
-1,035
2044
$10K ﹤0.01%
140
2045
$10K ﹤0.01%
400
2046
$10K ﹤0.01%
1,000
2047
$10K ﹤0.01%
200
2048
$9K ﹤0.01%
189
-40
2049
$9K ﹤0.01%
+400
2050
$9K ﹤0.01%
133
-10
80 81
82
83 84