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
2226
$4K ﹤0.01%
442
2227
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15
2228
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1,000
2229
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97
2230
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170
2231
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126
2232
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100
2233
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825
2234
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+200
2235
$4K ﹤0.01%
239
-737
2236
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348
-999
2237
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189
2238
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1,000
2239
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+100
2240
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70
2241
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150
2242
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83
2243
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131
2244
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106
2245
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168
2246
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+30
2247
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100
2248
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1,800
2249
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200
2250
$4K ﹤0.01%
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