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
$2.86B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,993
New
Increased
Reduced
Closed

Top Sells

1 +$6.64M
2 +$5.56M
3 +$4.24M
4
TSLA icon
Tesla
TSLA
+$3.75M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.67M

Sector Composition

1 Technology 7.86%
2 Financials 5.04%
3 Healthcare 3.66%
4 Industrials 2.91%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$23.6K ﹤0.01%
685
1652
$23.6K ﹤0.01%
70
1653
$23.6K ﹤0.01%
707
+31
1654
$23.5K ﹤0.01%
+698
1655
$23.5K ﹤0.01%
+735
1656
$23.5K ﹤0.01%
539
+24
1657
$23.4K ﹤0.01%
703
+166
1658
$23.3K ﹤0.01%
86
1659
$23.2K ﹤0.01%
+173
1660
$23.2K ﹤0.01%
391
1661
$23.1K ﹤0.01%
523
+10
1662
$23.1K ﹤0.01%
+132
1663
$23.1K ﹤0.01%
225
-3
1664
$23.1K ﹤0.01%
+144
1665
$23K ﹤0.01%
2,475
1666
$23K ﹤0.01%
607
1667
$23K ﹤0.01%
332
+4
1668
$22.9K ﹤0.01%
495
-2
1669
$22.8K ﹤0.01%
688
1670
$22.8K ﹤0.01%
+2,800
1671
$22.7K ﹤0.01%
1,817
+96
1672
$22.6K ﹤0.01%
198
1673
$22.6K ﹤0.01%
290
1674
$22.6K ﹤0.01%
+290
1675
$22.4K ﹤0.01%
2,228