GWM

Geneos Wealth Management Portfolio holdings

AUM $4.09B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,370
New
Increased
Reduced
Closed

Top Sells

1 +$3.1M
2 +$3.08M
3 +$2.82M
4
UYG icon
ProShares Ultra Financials
UYG
+$2.81M
5
AAPL icon
Apple
AAPL
+$1.79M

Sector Composition

1 Energy 7.1%
2 Industrials 6.5%
3 Technology 6.3%
4 Financials 5.71%
5 Consumer Staples 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$7K ﹤0.01%
435
1852
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3,100
1853
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409
1854
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1855
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1856
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1857
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1858
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1859
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1860
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1861
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-2,646
1862
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1863
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1864
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1865
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1866
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1867
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1869
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1870
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825
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1871
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1872
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1873
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1874
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1875
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