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 4.88%
4 Healthcare 4.75%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$24K ﹤0.01%
1,370
1577
$24K ﹤0.01%
960
1578
$24K ﹤0.01%
1,039
1579
$24K ﹤0.01%
1,425
1580
$24K ﹤0.01%
+2,653
1581
$24K ﹤0.01%
327
1582
$24K ﹤0.01%
813
1583
$24K ﹤0.01%
756
-50
1584
$24K ﹤0.01%
252
1585
$24K ﹤0.01%
1,515
+325
1586
$23K ﹤0.01%
1,765
+1,663
1587
$23K ﹤0.01%
4,006
1588
$23K ﹤0.01%
1,100
+100
1589
$23K ﹤0.01%
434
1590
$23K ﹤0.01%
274
1591
$23K ﹤0.01%
1,000
1592
$23K ﹤0.01%
442
+11
1593
$23K ﹤0.01%
312
1594
$23K ﹤0.01%
1,146
-290
1595
$23K ﹤0.01%
2,000
1596
$23K ﹤0.01%
255
+150
1597
$23K ﹤0.01%
58
1598
$23K ﹤0.01%
675
1599
$23K ﹤0.01%
17,750
1600
$23K ﹤0.01%
2,347
+200