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
2276
$4K ﹤0.01%
56
-175
2277
$4K ﹤0.01%
22
2278
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100
2279
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380
-450
2280
$4K ﹤0.01%
139
2281
$4K ﹤0.01%
15
-1,158
2282
$4K ﹤0.01%
491
2283
$4K ﹤0.01%
300
2284
$4K ﹤0.01%
161
2285
$4K ﹤0.01%
75
-367
2286
$4K ﹤0.01%
300
2287
$4K ﹤0.01%
+69
2288
$4K ﹤0.01%
326
+2
2289
$4K ﹤0.01%
30
-1,701
2290
$4K ﹤0.01%
80
+9
2291
$4K ﹤0.01%
544
2292
$4K ﹤0.01%
+36
2293
$4K ﹤0.01%
135
2294
$4K ﹤0.01%
250
-2,650
2295
$4K ﹤0.01%
283
2296
$4K ﹤0.01%
155
2297
$4K ﹤0.01%
200
2298
$4K ﹤0.01%
205
2299
$4K ﹤0.01%
500
2300
$4K ﹤0.01%
997
90 91
92
93 94