GWM
Geneos Wealth Management Portfolio holdings
AUM
$3.94B
1-Year Est. Return
15.87%
1 Year Est. Return
+15.87%
AUM
$1.65B
AUM Growth
+$199M
(+14%)
Holding
2,136
Top Buys
| 1 | +$7.68M | |
| 2 | +$5.52M | |
| 3 | +$4.98M | |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$4.69M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$4.58M |
Top Sells
| 1 | +$5.85M | |
| 2 | +$4.37M | |
| 3 | +$3.12M | |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$2.81M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.25M |
Sector Composition
| 1 | Technology | 6.83% |
| 2 | Healthcare | 5.92% |
| 3 | Financials | 5.72% |
| 4 | Industrials | 3.59% |
| 5 | Energy | 3.5% |