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
$1.91B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,148
New
Increased
Reduced
Closed

Top Buys

1 +$35.7M
2 +$22.3M
3 +$10.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.95M
5
AAPL icon
Apple
AAPL
+$9.03M

Sector Composition

1 Technology 6.51%
2 Healthcare 5.03%
3 Financials 4.9%
4 Industrials 3.28%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$26.9K ﹤0.01%
253
+176
1277
$26.6K ﹤0.01%
113
1278
$26.4K ﹤0.01%
362
1279
$26.3K ﹤0.01%
615
-4,599
1280
$26.3K ﹤0.01%
2,208
1281
$26.1K ﹤0.01%
225
1282
$26K ﹤0.01%
806
1283
$26K ﹤0.01%
1,350
1284
$26K ﹤0.01%
493
1285
$25.9K ﹤0.01%
213
-28
1286
$25.9K ﹤0.01%
800
1287
$25.7K ﹤0.01%
59
1288
$25.6K ﹤0.01%
412
1289
$25.6K ﹤0.01%
900
+750
1290
$25.6K ﹤0.01%
1,485
+3
1291
$25.5K ﹤0.01%
274
+3
1292
$25.5K ﹤0.01%
293
1293
$25.3K ﹤0.01%
550
1294
$25.3K ﹤0.01%
1,971
+357
1295
$25.2K ﹤0.01%
600
1296
$25.2K ﹤0.01%
705
+310
1297
$25.2K ﹤0.01%
+369
1298
$25.2K ﹤0.01%
161
+1
1299
$25.2K ﹤0.01%
12,441
1300
$25.1K ﹤0.01%
150
+140