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
$743M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,011
New
Increased
Reduced
Closed

Sector Composition

1 Energy 11.76%
2 Industrials 7.55%
3 Healthcare 7.5%
4 Consumer Staples 7.2%
5 Technology 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$6K ﹤0.01%
100
1502
$6K ﹤0.01%
583
1503
$6K ﹤0.01%
642
+42
1504
$6K ﹤0.01%
201
-33
1505
$6K ﹤0.01%
+659
1506
$6K ﹤0.01%
500
1507
$6K ﹤0.01%
+930
1508
$6K ﹤0.01%
452
-82
1509
$6K ﹤0.01%
212
+60
1510
$6K ﹤0.01%
270
1511
$6K ﹤0.01%
230
1512
$6K ﹤0.01%
+69
1513
$6K ﹤0.01%
120
1514
$6K ﹤0.01%
235
1515
$6K ﹤0.01%
+30
1516
$6K ﹤0.01%
219
1517
$6K ﹤0.01%
282
1518
$6K ﹤0.01%
210
1519
$6K ﹤0.01%
350
1520
$6K ﹤0.01%
200
1521
$6K ﹤0.01%
435
1522
$6K ﹤0.01%
1,354
1523
$6K ﹤0.01%
381
1524
$6K ﹤0.01%
199
1525
$6K ﹤0.01%
300