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
1776
$18K ﹤0.01%
526
+11
1777
$17.9K ﹤0.01%
144
1778
$17.9K ﹤0.01%
680
-5
1779
$17.9K ﹤0.01%
562
1780
$17.9K ﹤0.01%
486
1781
$17.8K ﹤0.01%
1,316
1782
$17.8K ﹤0.01%
83
+52
1783
$17.8K ﹤0.01%
158
+10
1784
$17.8K ﹤0.01%
880
-638
1785
$17.7K ﹤0.01%
1,455
+106
1786
$17.7K ﹤0.01%
733
+82
1787
$17.7K ﹤0.01%
929
-32,141
1788
$17.7K ﹤0.01%
2,513
1789
$17.7K ﹤0.01%
96
1790
$17.7K ﹤0.01%
1,045
-670
1791
$17.6K ﹤0.01%
+694
1792
$17.5K ﹤0.01%
+5,000
1793
$17.5K ﹤0.01%
1,553
1794
$17.5K ﹤0.01%
95
1795
$17.4K ﹤0.01%
240
1796
$17.4K ﹤0.01%
1,725
1797
$17.4K ﹤0.01%
240
1798
$17.4K ﹤0.01%
+699
1799
$17.4K ﹤0.01%
1,434
-171
1800
$17.4K ﹤0.01%
548
-213