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
$2.63B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,947
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$12.6M
3 +$12.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$11.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

1 +$23.3M
2 +$19.1M
3 +$16.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.7M
5
ROM icon
ProShares Ultra Technology
ROM
+$10.2M

Sector Composition

1 Technology 9.32%
2 Financials 5.72%
3 Consumer Discretionary 5.25%
4 Healthcare 4.95%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$9K ﹤0.01%
2,215
2227
$9K ﹤0.01%
+209
2228
$9K ﹤0.01%
119
+2
2229
$9K ﹤0.01%
+300
2230
$9K ﹤0.01%
285
2231
$9K ﹤0.01%
+784
2232
$9K ﹤0.01%
+160
2233
$9K ﹤0.01%
820
2234
$9K ﹤0.01%
590
2235
$9K ﹤0.01%
100
2236
$9K ﹤0.01%
583
2237
$9K ﹤0.01%
+468
2238
$9K ﹤0.01%
47
2239
$9K ﹤0.01%
29
+8
2240
$9K ﹤0.01%
+170
2241
$9K ﹤0.01%
+500
2242
$9K ﹤0.01%
453
2243
$9K ﹤0.01%
1,000
-1,050
2244
$9K ﹤0.01%
+2,900
2245
$9K ﹤0.01%
1,352
+25
2246
$9K ﹤0.01%
+193
2247
$9K ﹤0.01%
350
2248
$9K ﹤0.01%
400
2249
$9K ﹤0.01%
302
2250
$8K ﹤0.01%
100