GWM
Geneos Wealth Management Portfolio holdings
AUM $6.95B
AUM
$6.95B
AUM Growth
+$4.09B (+143%)
Cap. Flow
+$4.05B
Cap. Flow % of AUM
58.36%
Top 10 Holdings %Top 10 Hldgs %
14.97%
Holding
3,185
New
296
Increased
2,639
Reduced
104
Closed
115
Top Buys
1 | $129M | |
2 | $68.5M | |
3 | $65.2M | |
4 | $61M | |
5 | $52.8M |
Top Sells
1 | $105M | |
2 | $4.41M | |
3 | $3.67M | |
4 | $2.65M | |
5 | $2.04M |
Sector Composition
1 | Technology | 7.94% |
2 | Financials | 5.91% |
3 | Healthcare | 3.94% |
4 | Industrials | 3.22% |
5 | Consumer Discretionary | 2.65% |