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
$1.87B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$12.9M
3 +$6.54M
4
ROM icon
ProShares Ultra Technology
ROM
+$6.36M
5
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$6.34M

Sector Composition

1 Technology 6.42%
2 Financials 5.21%
3 Industrials 5.15%
4 Energy 5%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1K ﹤0.01%
83
+2
2477
$1K ﹤0.01%
44
2478
$1K ﹤0.01%
540
2479
$1K ﹤0.01%
+47
2480
$1K ﹤0.01%
75
2481
$1K ﹤0.01%
65
2482
$1K ﹤0.01%
43
2483
$1K ﹤0.01%
62
2484
$1K ﹤0.01%
150
2485
$1K ﹤0.01%
50
2486
$1K ﹤0.01%
+150
2487
$1K ﹤0.01%
+12
2488
$1K ﹤0.01%
40
2489
$1K ﹤0.01%
100
2490
$1K ﹤0.01%
300
-500
2491
$1K ﹤0.01%
1,000
2492
$1K ﹤0.01%
85
2493
$1K ﹤0.01%
80
2494
$1K ﹤0.01%
569
2495
$1K ﹤0.01%
+304
2496
$1K ﹤0.01%
21
2497
$1K ﹤0.01%
80
2498
$1K ﹤0.01%
3,200
2499
$1K ﹤0.01%
1,000
2500
$1K ﹤0.01%
25