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
1576
$10.2K ﹤0.01%
97
1577
$10.1K ﹤0.01%
148
1578
$10.1K ﹤0.01%
+1,500
1579
$9.86K ﹤0.01%
400
1580
$9.84K ﹤0.01%
400
1581
$9.83K ﹤0.01%
258
1582
$9.82K ﹤0.01%
300
1583
$9.77K ﹤0.01%
800
1584
$9.7K ﹤0.01%
500
1585
$9.67K ﹤0.01%
350
1586
$9.64K ﹤0.01%
136
1587
$9.63K ﹤0.01%
1,220
1588
$9.55K ﹤0.01%
125
-250
1589
$9.55K ﹤0.01%
225
1590
$9.46K ﹤0.01%
184
1591
$9.42K ﹤0.01%
35
1592
$9.41K ﹤0.01%
250
1593
$9.31K ﹤0.01%
950
-350
1594
$9.29K ﹤0.01%
500
1595
$9.26K ﹤0.01%
170
1596
$9.17K ﹤0.01%
138
1597
$9.17K ﹤0.01%
1,234
1598
$9.17K ﹤0.01%
961
1599
$9.15K ﹤0.01%
300
1600
$9.13K ﹤0.01%
236