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Home > Institutional Investor > Centric Wealth Management > Profile

Instuitional Investor - Centric Wealth Management

Fund Profile
Filing Period:
Fund Name: Centric Wealth Management
Portfolio Value $303,585,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
United Parcel Service Inc
 UPS 328,497 $45,687,310 15.04%
2.
Apple Inc.
 AAPL 72,765 $13,656,467 4.49%
3.
Wisdomtree Trust
 289,644 $10,157,830 3.34%
4.
Eli Lilly & Co
 LLY 13,537 $9,559,870 3.14%
5.
Pacer Fds Tr
 187,039 $8,029,585 2.64%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)