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
2426
$2K ﹤0.01%
68
2427
$2K ﹤0.01%
25
-42
2428
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300
-328
2429
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229
2430
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24
2431
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130
2432
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25
2433
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100
2434
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36
-5,488
2435
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194
-1,117
2436
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183
2437
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101
-270
2438
$2K ﹤0.01%
13
2439
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70
-1,264
2440
$2K ﹤0.01%
100
2441
$2K ﹤0.01%
30
-5
2442
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30
-70
2443
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11
2444
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+50
2445
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10
-7
2446
$2K ﹤0.01%
78
-1
2447
$1K ﹤0.01%
45
-243
2448
$1K ﹤0.01%
19
2449
$1K ﹤0.01%
33
-25
2450
$1K ﹤0.01%
32
+1
96 97
98
99 100