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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 $473,388,837
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
United Parcel Service Inc
 UPS 262,326 $28,926,704 6.11%
2.
Ishares Tr
 209,122 $20,989,622 4.43%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 31,149 $19,925,275 4.21%
4.
Apple Inc.
 AAPL 69,854 $18,861,180 3.98%
5.
Hartford Fds Exchange Traded
 385,907 $13,715,133 2.9%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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