SWM
Spire Wealth Management Portfolio holdings
AUM
$2.78B
This Quarter Return
+1.08%
1 Year Return
+19.36%
3 Year Return
+70.94%
5 Year Return
–
10 Year Return
–
AUM
$3.77B
AUM Growth
+$3.77B
(+2.1%)
Cap. Flow
+$134M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
19.19%
Holding
2,707
New
152
Increased
884
Reduced
650
Closed
149
Top Buys
| 1 |
NVIDIA
NVDA
|
$32.7M |
| 2 |
Intuitive Surgical
ISRG
|
$18.5M |
| 3 |
InMode
INMD
|
$16.7M |
| 4 |
Cadence Design Systems
CDNS
|
$15.1M |
| 5 |
Align Technology
ALGN
|
$10.8M |
Top Sells
| 1 |
Commault Systems
CVLT
|
$12.8M |
| 2 |
McKesson
MCK
|
$12.1M |
| 3 |
Select Medical
SEM
|
$11.3M |
| 4 |
Caterpillar
CAT
|
$10.4M |
| 5 |
Travelers Companies
TRV
|
$9.61M |
Sector Composition
| 1 | Technology | 13.34% |
| 2 | Consumer Discretionary | 8.27% |
| 3 | Financials | 7.18% |
| 4 | Healthcare | 5.94% |
| 5 | Communication Services | 5.82% |
