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
2226
$4K ﹤0.01%
1,000
2227
$4K ﹤0.01%
+100
2228
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429
+250
2229
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200
2230
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109
-1,879
2231
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+50
2232
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642
2233
$4K ﹤0.01%
1,500
2234
$4K ﹤0.01%
+129
2235
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160
2236
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203
+1
2237
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200
2238
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75
2239
$4K ﹤0.01%
+450
2240
$4K ﹤0.01%
150
2241
$4K ﹤0.01%
1,569
2242
$4K ﹤0.01%
+323
2243
$4K ﹤0.01%
333
2244
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442
2245
$4K ﹤0.01%
15
2246
$4K ﹤0.01%
1,000
2247
$4K ﹤0.01%
97
2248
$4K ﹤0.01%
170
2249
$4K ﹤0.01%
126
2250
$4K ﹤0.01%
100