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
$1.49B
AUM Growth
-$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Sells

1 +$13M
2 +$8.15M
3 +$6.83M
4
ROM icon
ProShares Ultra Technology
ROM
+$6.39M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.18M

Sector Composition

1 Technology 6.99%
2 Healthcare 5.1%
3 Financials 4.55%
4 Consumer Discretionary 4.37%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$5K ﹤0.01%
108
2052
$5K ﹤0.01%
114
2053
$5K ﹤0.01%
81
2054
$5K ﹤0.01%
675
2055
$5K ﹤0.01%
+110
2056
$5K ﹤0.01%
733
2057
$5K ﹤0.01%
250
2058
$5K ﹤0.01%
800
2059
$5K ﹤0.01%
1,360
+500
2060
$5K ﹤0.01%
200
2061
$5K ﹤0.01%
420
2062
$5K ﹤0.01%
895
-100
2063
$5K ﹤0.01%
120
2064
$5K ﹤0.01%
+939
2065
$5K ﹤0.01%
830
2066
$5K ﹤0.01%
813
2067
$5K ﹤0.01%
720
2068
$5K ﹤0.01%
345
2069
$5K ﹤0.01%
+850
2070
$5K ﹤0.01%
+40
2071
$5K ﹤0.01%
100
2072
$5K ﹤0.01%
800
2073
$5K ﹤0.01%
95
2074
$5K ﹤0.01%
560
2075
$5K ﹤0.01%
774