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
$1.93B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,715
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$11.2M
3 +$10.1M
4
QLD icon
ProShares Ultra QQQ
QLD
+$10M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.99M

Sector Composition

1 Technology 7.93%
2 Consumer Discretionary 4.94%
3 Financials 4.88%
4 Healthcare 4.75%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$6K ﹤0.01%
302
2102
$6K ﹤0.01%
575
-2,175
2103
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100
2104
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2105
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2106
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675
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2107
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70
+50
2108
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2109
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152
2110
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+210
2111
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2112
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100
-120,417
2113
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9
+3
2114
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2115
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100
2116
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1,068
2117
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2118
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2,500
2119
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125
2120
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575
2121
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203
2122
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61
2123
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2,015
-29
2124
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+400
2125
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198