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
2201
$5K ﹤0.01%
389
2202
$5K ﹤0.01%
560
2203
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200
2204
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900
2205
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755
2206
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506
2207
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550
2208
$5K ﹤0.01%
50
2209
$5K ﹤0.01%
200
2210
$5K ﹤0.01%
108
2211
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123
2212
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100
2213
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500
2214
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28
2215
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125
-13
2216
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476
2217
$5K ﹤0.01%
255
2218
$5K ﹤0.01%
+450
2219
$5K ﹤0.01%
733
2220
$5K ﹤0.01%
+214
2221
$5K ﹤0.01%
216
2222
$5K ﹤0.01%
386
+2
2223
$4K ﹤0.01%
1,569
2224
$4K ﹤0.01%
+323
2225
$4K ﹤0.01%
333