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
2276
$4K ﹤0.01%
62
2277
$4K ﹤0.01%
143
2278
$4K ﹤0.01%
330
2279
$4K ﹤0.01%
185
-100
2280
$4K ﹤0.01%
813
2281
$4K ﹤0.01%
85
2282
$4K ﹤0.01%
111
2283
$4K ﹤0.01%
300
2284
$4K ﹤0.01%
+800
2285
$4K ﹤0.01%
248
2286
$4K ﹤0.01%
139
2287
$4K ﹤0.01%
429
+250
2288
$4K ﹤0.01%
200
2289
$4K ﹤0.01%
109
-1,879
2290
$4K ﹤0.01%
+50
2291
$4K ﹤0.01%
642
2292
$4K ﹤0.01%
1,500
2293
$4K ﹤0.01%
+129
2294
$4K ﹤0.01%
160
2295
$4K ﹤0.01%
203
+1
2296
$3K ﹤0.01%
+200
2297
$3K ﹤0.01%
100
2298
$3K ﹤0.01%
171
+2
2299
$3K ﹤0.01%
368
+3
2300
$3K ﹤0.01%
174