SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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 +$7.19M
2 +$6.6M
3 +$6.12M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.69M
5
CTSH icon
Cognizant
CTSH
+$5.43M

Top Sells

1 +$46.4M
2 +$7.91M
3 +$7.15M
4
MELI icon
Mercado Libre
MELI
+$5.55M
5
VEEV icon
Veeva Systems
VEEV
+$5.44M

Sector Composition

1 Technology 17.66%
2 Financials 5.28%
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
$944M
$573 ﹤0.01%
+65
EMN icon
2277
Eastman Chemical
EMN
$8.26B
$573 ﹤0.01%
9
-18
CHDN icon
2278
Churchill Downs
CHDN
$7.04B
$569 ﹤0.01%
+5
DLNG icon
2279
Dynagas LNG Partners
DLNG
$144M
$566 ﹤0.01%
150
-150
KBH icon
2280
KB Home
KBH
$3.5B
$564 ﹤0.01%
10
-11
MAC icon
2281
Macerich
MAC
$5.48B
$554 ﹤0.01%
+30
PCRX icon
2282
Pacira BioSciences
PCRX
$994M
$543 ﹤0.01%
+21
TGNA
2283
DELISTED
TEGNA Inc
TGNA
$543 ﹤0.01%
28
PLNT icon
2284
Planet Fitness
PLNT
$5.46B
$542 ﹤0.01%
+5
CRVL icon
2285
CorVel
CRVL
$2.86B
$541 ﹤0.01%
8
-979
AGO icon
2286
Assured Guaranty
AGO
$3.75B
$539 ﹤0.01%
+6
CRBP icon
2287
Corbus Pharmaceuticals
CRBP
$176M
$537 ﹤0.01%
66
DDD icon
2288
3D Systems Corp
DDD
$329M
$531 ﹤0.01%
300
ALSN icon
2289
Allison Transmission
ALSN
$11.3B
$529 ﹤0.01%
+5
RISR icon
2290
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$226M
$523 ﹤0.01%
14
BBSC icon
2291
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$741M
$520 ﹤0.01%
+7
RNG icon
2292
RingCentral
RNG
$3.35B
$520 ﹤0.01%
+18
THS
2293
DELISTED
Treehouse Foods
THS
$519 ﹤0.01%
+22
ADUR
2294
Aduro Clean Technologies
ADUR
$397M
$518 ﹤0.01%
+50
BBHY icon
2295
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$610M
$512 ﹤0.01%
+11
EAT icon
2296
Brinker International
EAT
$6.13B
$505 ﹤0.01%
+4
FTAI icon
2297
FTAI Aviation
FTAI
$23.7B
$502 ﹤0.01%
+3
YOU icon
2298
Clear Secure
YOU
$5.35B
-200
MMT
2299
MFS Multimarket Income Trust
MMT
$249M
-1,000
BCPC
2300
Balchem Corp
BCPC
$5.58B
-25