GWM

Geneos Wealth Management Portfolio holdings

AUM $4.09B
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.41%
2 Financials 5.23%
3 Industrials 5.16%
4 Energy 5%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$8K ﹤0.01%
300
2077
$8K ﹤0.01%
100
2078
$8K ﹤0.01%
168
+111
2079
$8K ﹤0.01%
9
2080
$8K ﹤0.01%
604
2081
$7K ﹤0.01%
100
2082
$7K ﹤0.01%
830
2083
$7K ﹤0.01%
720
2084
$7K ﹤0.01%
525
2085
$7K ﹤0.01%
345
2086
$7K ﹤0.01%
506
2087
$7K ﹤0.01%
100
2088
$7K ﹤0.01%
249
2089
$7K ﹤0.01%
367
-16
2090
$7K ﹤0.01%
152
2091
$7K ﹤0.01%
850
-1,480
2092
$7K ﹤0.01%
2,500
2093
$7K ﹤0.01%
575
2094
$7K ﹤0.01%
27
2095
$7K ﹤0.01%
550
2096
$7K ﹤0.01%
354
2097
$7K ﹤0.01%
2,000
2098
$7K ﹤0.01%
+1,194
2099
$7K ﹤0.01%
1,500
2100
$7K ﹤0.01%
130