GWM

Geneos Wealth Management Portfolio holdings

AUM $4.09B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.41%
2 Financials 5.23%
3 Industrials 5.16%
4 Energy 5%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$2K ﹤0.01%
100
2427
$1K ﹤0.01%
224
2428
$1K ﹤0.01%
235
2429
$1K ﹤0.01%
64
2430
$1K ﹤0.01%
45
2431
$1K ﹤0.01%
78
2432
$1K ﹤0.01%
20
2433
$1K ﹤0.01%
41
2434
$1K ﹤0.01%
400
2435
$1K ﹤0.01%
40
2436
$1K ﹤0.01%
100
2437
$1K ﹤0.01%
300
-500
2438
$1K ﹤0.01%
1,000
2439
$1K ﹤0.01%
85
2440
$1K ﹤0.01%
80
2441
$1K ﹤0.01%
569
2442
$1K ﹤0.01%
+304
2443
$1K ﹤0.01%
21
2444
$1K ﹤0.01%
80
2445
$1K ﹤0.01%
3,200
2446
$1K ﹤0.01%
+25
2447
$1K ﹤0.01%
20
2448
$1K ﹤0.01%
90
2449
$1K ﹤0.01%
42
2450
$1K ﹤0.01%
+9