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
$1.8B
AUM Growth
+$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,654
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$19M
3 +$17.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.2M
5
SSO icon
ProShares Ultra S&P500
SSO
+$10.9M

Top Sells

1 +$39.8M
2 +$9.57M
3 +$5.39M
4
NWL icon
Newell Brands
NWL
+$5.16M
5
LVHB
Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
+$5.15M

Sector Composition

1 Technology 7.59%
2 Healthcare 5.21%
3 Financials 5.09%
4 Consumer Discretionary 4.47%
5 Energy 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1K ﹤0.01%
128
2477
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50
2478
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1,194
2479
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1,000
2480
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+112
2481
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11
2482
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1,000
2483
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+78
2484
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70
2485
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569
2486
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+412
2487
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+304
2488
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+80
2489
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3,200
2490
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20
2491
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372
2492
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+18
2493
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300
-1,780
2494
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90
2495
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+350
2496
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+9
2497
$1K ﹤0.01%
102
+2
2498
$1K ﹤0.01%
21
2499
$1K ﹤0.01%
23
2500
$1K ﹤0.01%
+800