SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,506
New
Increased
Reduced
Closed

Top Buys

1 +$7.65M
2 +$6.51M
3 +$6.02M
4
DELL icon
Dell
DELL
+$5.9M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.77M

Top Sells

1 +$46.4M
2 +$7.18M
3 +$6.98M
4
ADBE icon
Adobe
ADBE
+$5.54M
5
GEV icon
GE Vernova
GEV
+$5.46M

Sector Composition

1 Technology 17.66%
2 Financials 5.27%
3 Communication Services 5.15%
4 Consumer Discretionary 4.63%
5 Healthcare 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CERT icon
2276
Certara
CERT
$1.6B
$573 ﹤0.01%
+65
EMN icon
2277
Eastman Chemical
EMN
$7.89B
$573 ﹤0.01%
9
-18
CHDN icon
2278
Churchill Downs
CHDN
$7.18B
$569 ﹤0.01%
+5
DLNG icon
2279
Dynagas LNG Partners
DLNG
$150M
$566 ﹤0.01%
150
-150
KBH icon
2280
KB Home
KBH
$3.89B
$564 ﹤0.01%
10
-11
MAC icon
2281
Macerich
MAC
$4.78B
$554 ﹤0.01%
+30
PCRX icon
2282
Pacira BioSciences
PCRX
$863M
$543 ﹤0.01%
+21
TGNA icon
2283
TEGNA Inc
TGNA
$3.05B
$543 ﹤0.01%
28
PLNT icon
2284
Planet Fitness
PLNT
$8.15B
$542 ﹤0.01%
+5
CRVL icon
2285
CorVel
CRVL
$3.59B
$541 ﹤0.01%
8
-979
AGO icon
2286
Assured Guaranty
AGO
$3.88B
$539 ﹤0.01%
+6
CRBP icon
2287
Corbus Pharmaceuticals
CRBP
$156M
$537 ﹤0.01%
66
DDD icon
2288
3D Systems Corp
DDD
$413M
$531 ﹤0.01%
300
ALSN icon
2289
Allison Transmission
ALSN
$9.23B
$529 ﹤0.01%
+5
RISR icon
2290
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$184M
$523 ﹤0.01%
14
BBSC icon
2291
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$644M
$520 ﹤0.01%
+7
RNG icon
2292
RingCentral
RNG
$2.3B
$520 ﹤0.01%
+18
THS icon
2293
Treehouse Foods
THS
$1.24B
$519 ﹤0.01%
+22
ADUR
2294
Aduro Clean Technologies
ADUR
$437M
$518 ﹤0.01%
+50
BBHY icon
2295
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$707M
$512 ﹤0.01%
+11
EAT icon
2296
Brinker International
EAT
$7.24B
$505 ﹤0.01%
+4
FTAI icon
2297
FTAI Aviation
FTAI
$29.4B
$502 ﹤0.01%
+3
MTDR icon
2298
Matador Resources
MTDR
$5.38B
-83
MUFG icon
2299
Mitsubishi UFJ Financial
MUFG
$203B
-237
NEU icon
2300
NewMarket
NEU
$6.07B
-4