GWM
Geneos Wealth Management Portfolio holdings
AUM
$3.94B
1-Year Est. Return
15.87%
1 Year Est. Return
+15.87%
AUM
$2.56B
AUM Growth
-$1.02B
(-28%)
Holding
3,213
Top Buys
| 1 | +$22.2M | |
| 2 | +$21M | |
| 3 | +$9.03M | |
| 4 |
FS KKR Capital
FSK
|
+$7.44M |
| 5 |
Huntington Bancshares
HBAN
|
+$4.67M |
Top Sells
| 1 | +$56.9M | |
| 2 | +$52.3M | |
| 3 | +$48.6M | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$40.9M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$36.3M |
Sector Composition
| 1 | Technology | 8.18% |
| 2 | Financials | 5.78% |
| 3 | Consumer Discretionary | 5.39% |
| 4 | Healthcare | 4.94% |
| 5 | Industrials | 4.3% |