GWM

Geneos Wealth Management Portfolio holdings

AUM $3.94B
1-Year Est. Return 15.87%
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,715
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$11.2M
3 +$10.1M
4
QLD icon
ProShares Ultra QQQ
QLD
+$10M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.99M

Sector Composition

1 Technology 7.93%
2 Consumer Discretionary 4.94%
3 Financials 4.88%
4 Healthcare 4.75%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1K ﹤0.01%
+20
2502
$1K ﹤0.01%
118
2503
$1K ﹤0.01%
229
2504
$1K ﹤0.01%
+58
2505
$1K ﹤0.01%
50
2506
$1K ﹤0.01%
65
2507
$1K ﹤0.01%
20
2508
$1K ﹤0.01%
362
2509
$1K ﹤0.01%
8
-489
2510
$1K ﹤0.01%
+178
2511
$1K ﹤0.01%
+65
2512
$1K ﹤0.01%
41
2513
$1K ﹤0.01%
172
-300
2514
$1K ﹤0.01%
300
2515
$1K ﹤0.01%
90
2516
$1K ﹤0.01%
9
2517
$1K ﹤0.01%
104
+2
2518
$1K ﹤0.01%
22
+1
2519
$1K ﹤0.01%
23
2520
$1K ﹤0.01%
+100
2521
$1K ﹤0.01%
100
2522
$1K ﹤0.01%
36
2523
$1K ﹤0.01%
64
2524
$1K ﹤0.01%
+34
2525
$1K ﹤0.01%
98