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
1526
$6K ﹤0.01%
21
+11
1527
$6K ﹤0.01%
400
1528
$6K ﹤0.01%
1,300
1529
$6K ﹤0.01%
704
1530
$6K ﹤0.01%
105
1531
$6K ﹤0.01%
77
+20
1532
$6K ﹤0.01%
60
1533
$6K ﹤0.01%
41
+17
1534
$6K ﹤0.01%
640
+2
1535
$6K ﹤0.01%
156
1536
$6K ﹤0.01%
489
+78
1537
$6K ﹤0.01%
530
1538
$6K ﹤0.01%
468
+28
1539
$6K ﹤0.01%
500
1540
$6K ﹤0.01%
28
-33
1541
$6K ﹤0.01%
134
+1
1542
$6K ﹤0.01%
155
+117
1543
$6K ﹤0.01%
195
1544
$6K ﹤0.01%
114
+79
1545
$6K ﹤0.01%
492
1546
$5K ﹤0.01%
205
1547
$5K ﹤0.01%
140
1548
$5K ﹤0.01%
330
1549
$5K ﹤0.01%
+124
1550
$5K ﹤0.01%
+14