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
2401
$2K ﹤0.01%
107
+3
2402
$2K ﹤0.01%
380
2403
$2K ﹤0.01%
16
-135
2404
$2K ﹤0.01%
200
-43
2405
$2K ﹤0.01%
36
-2,984
2406
$2K ﹤0.01%
170
-224
2407
$2K ﹤0.01%
15
-16
2408
$2K ﹤0.01%
20
-3,825
2409
$2K ﹤0.01%
100
2410
$2K ﹤0.01%
114
2411
$2K ﹤0.01%
300
2412
– –
0
2413
$2K ﹤0.01%
41
2414
$2K ﹤0.01%
350
2415
$2K ﹤0.01%
158
2416
$2K ﹤0.01%
51
-809
2417
$2K ﹤0.01%
93
-101
2418
$2K ﹤0.01%
+118
2419
$2K ﹤0.01%
10,000
-81,940
2420
$2K ﹤0.01%
7,000
-1,600
2421
$2K ﹤0.01%
124
2422
$2K ﹤0.01%
427
-170
2423
$2K ﹤0.01%
80
-7
2424
$2K ﹤0.01%
+36
2425
$2K ﹤0.01%
300
-2,673
95 96
97
98 99