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 6.41%
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
2501
$1K ﹤0.01%
86
2502
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2503
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2506
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2507
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2508
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2509
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2510
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200
2511
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448
2512
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125
2513
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+63
2514
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40
2515
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1,000
2516
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2517
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2518
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2519
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400
2520
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2521
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500
2522
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20
2523
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248
2524
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100
2525
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25