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
2176
$6K ﹤0.01%
152
-1,898
2177
$6K ﹤0.01%
490
2178
$6K ﹤0.01%
500
-16,895
2179
$6K ﹤0.01%
+150
2180
$6K ﹤0.01%
1,245
2181
$6K ﹤0.01%
106
-59
2182
$6K ﹤0.01%
100
2183
$6K ﹤0.01%
315
-123
2184
$6K ﹤0.01%
+225
2185
$6K ﹤0.01%
848
-75
2186
$6K ﹤0.01%
+550
2187
$6K ﹤0.01%
+116
2188
$6K ﹤0.01%
1,000
2189
$6K ﹤0.01%
100
-2,400
2190
$6K ﹤0.01%
50
2191
$6K ﹤0.01%
56
-8,100
2192
$6K ﹤0.01%
+150
2193
$6K ﹤0.01%
19
-263
2194
$6K ﹤0.01%
170
-1,300
2195
$6K ﹤0.01%
330
2196
$6K ﹤0.01%
13
-55
2197
$6K ﹤0.01%
195
+1
2198
$6K ﹤0.01%
368
2199
$6K ﹤0.01%
+225
2200
$6K ﹤0.01%
67
-24
86 87
88
89 90