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 4.9%
4 Healthcare 4.75%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$6K ﹤0.01%
200
2152
$5K ﹤0.01%
220
2153
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+120
2154
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2156
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2157
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2158
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649
+452
2159
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13
2160
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+375
2161
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+121
2162
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565
2163
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2164
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2165
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2166
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2167
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2168
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2169
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+200
2170
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228
2171
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265
+4
2172
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100
2173
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+1,789
2174
$5K ﹤0.01%
101
+1
2175
$5K ﹤0.01%
650
+150