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 4.9%
4 Healthcare 4.75%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$1K ﹤0.01%
17
-151
2527
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128
2528
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2529
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2530
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2531
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2532
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1,194
2533
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1,000
2534
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112
2535
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+8
2536
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11
2537
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78
2538
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70
2539
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569
2540
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304
2541
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82
+2
2542
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2543
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2544
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9
2545
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104
+2
2546
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22
+1
2547
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23
2548
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800
2549
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125
2550
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90