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
$689M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,870
New
Increased
Reduced
Closed

Sector Composition

1 Energy 12.5%
2 Industrials 7.38%
3 Consumer Staples 7.37%
4 Healthcare 6.86%
5 Real Estate 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$6K ﹤0.01%
1,354
1477
$6K ﹤0.01%
381
1478
$6K ﹤0.01%
+100
1479
$6K ﹤0.01%
301
+100
1480
$6K ﹤0.01%
1,070
+8
1481
$6K ﹤0.01%
3,000
+1,500
1482
$6K ﹤0.01%
300
1483
$6K ﹤0.01%
400
1484
$6K ﹤0.01%
10
1485
$6K ﹤0.01%
42
1486
$6K ﹤0.01%
+150
1487
$6K ﹤0.01%
200
1488
$6K ﹤0.01%
638
+2
1489
$6K ﹤0.01%
156
+50
1490
$6K ﹤0.01%
142
1491
$6K ﹤0.01%
440
1492
$6K ﹤0.01%
500
1493
$6K ﹤0.01%
389
1494
$6K ﹤0.01%
133
+2
1495
$6K ﹤0.01%
195
1496
$6K ﹤0.01%
246
1497
$5K ﹤0.01%
540
+300
1498
$5K ﹤0.01%
180
1499
$5K ﹤0.01%
190
1500
$5K ﹤0.01%
230