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
$2.62B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,638
New
Increased
Reduced
Closed

Top Sells

1 +$12.1M
2 +$5.96M
3 +$4.06M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.47M
5
AVGO icon
Broadcom
AVGO
+$3.45M

Sector Composition

1 Technology 8.21%
2 Financials 4.98%
3 Healthcare 4.3%
4 Consumer Discretionary 3.17%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$14K ﹤0.01%
+144
1702
$14K ﹤0.01%
2,144
1703
$13.9K ﹤0.01%
+202
1704
$13.9K ﹤0.01%
+537
1705
$13.9K ﹤0.01%
+126
1706
$13.9K ﹤0.01%
+128
1707
$13.8K ﹤0.01%
353
+164
1708
$13.7K ﹤0.01%
150
1709
$13.7K ﹤0.01%
+148
1710
$13.7K ﹤0.01%
500
1711
$13.7K ﹤0.01%
559
1712
$13.6K ﹤0.01%
500
1713
$13.5K ﹤0.01%
1,407
+614
1714
$13.5K ﹤0.01%
353
+200
1715
$13.5K ﹤0.01%
223
1716
$13.5K ﹤0.01%
297
+2
1717
$13.3K ﹤0.01%
524
1718
$13.2K ﹤0.01%
+22
1719
$13.2K ﹤0.01%
+2,186
1720
$13.2K ﹤0.01%
394
+191
1721
$13.2K ﹤0.01%
350
1722
$13.1K ﹤0.01%
+75
1723
$13K ﹤0.01%
156
-554
1724
$13K ﹤0.01%
1,000
1725
$13K ﹤0.01%
292
+280