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GWM
Geneos Wealth Management Portfolio holdings
AUM
$4.31B
1-Year Est. Return
18.36%
This Fund
S&P 500
1 Year Est. Return
+18.36%
AUM
$2.86B
AUM Growth
+$235M
(+9%)
Holding
2,993
Top Buys
| 1 | +$115M | |
| 2 | +$18M | |
| 3 | +$8.97M | |
| 4 |
UnitedHealth
UNH
|
+$7.78M |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$6.13M |
Top Sells
| 1 | +$6.65M | |
| 2 | +$5.23M | |
| 3 | +$3.78M | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$3.67M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$3.34M |
Sector Composition
| 1 | Technology | 7.86% |
| 2 | Financials | 5.04% |
| 3 | Healthcare | 3.66% |
| 4 | Industrials | 2.92% |
| 5 | Consumer Discretionary | 2.87% |