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
$2.02B
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,209
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.35%
2 Financials 4.76%
3 Healthcare 4.42%
4 Consumer Discretionary 3.31%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$8.93K ﹤0.01%
189
1577
$8.91K ﹤0.01%
118
-493
1578
$8.8K ﹤0.01%
245
1579
$8.77K ﹤0.01%
310
1580
$8.72K ﹤0.01%
135
1581
$8.64K ﹤0.01%
1,700
1582
$8.6K ﹤0.01%
300
1583
$8.6K ﹤0.01%
47
1584
$8.57K ﹤0.01%
200
-250
1585
$8.55K ﹤0.01%
270
1586
$8.54K ﹤0.01%
286
1587
$8.43K ﹤0.01%
+404
1588
$8.42K ﹤0.01%
266
+97
1589
$8.4K ﹤0.01%
193
1590
$8.39K ﹤0.01%
217
+22
1591
$8.37K ﹤0.01%
487
+27
1592
$8.35K ﹤0.01%
110
+13
1593
$8.27K ﹤0.01%
107
1594
$8.24K ﹤0.01%
20
1595
$8.23K ﹤0.01%
200
1596
$8.22K ﹤0.01%
178
+53
1597
$8.14K ﹤0.01%
756
1598
$8.11K ﹤0.01%
150
+50
1599
$8.09K ﹤0.01%
650
1600
$8.09K ﹤0.01%
123