GWM
Geneos Wealth Management Portfolio holdings
AUM
$4.09B
1-Year Est. Return
17.99%
This Fund
S&P 500
1 Year Est. Return
+17.99%
AUM
$743M
AUM Growth
+$53.4M
(+7.8%)
Holding
2,011
Top Buys
| 1 | +$8.18M | |
| 2 | +$4.55M | |
| 3 | +$3.61M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.99M |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$2.1M |
Top Sells
| 1 | +$2.88M | |
| 2 | +$2.84M | |
| 3 | +$2.09M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.17M |
| 5 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$1.07M |
Sector Composition
| 1 | Energy | 11.76% |
| 2 | Industrials | 7.55% |
| 3 | Healthcare | 7.5% |
| 4 | Consumer Staples | 7.2% |
| 5 | Technology | 6.27% |