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
$2.61B
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,951
New
Increased
Reduced
Closed

Top Buys

1 +$22.6M
2 +$22.6M
3 +$20.9M
4
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$20.5M
5
USD icon
ProShares Ultra Semiconductors
USD
+$19.9M

Sector Composition

1 Technology 8.27%
2 Financials 5.92%
3 Consumer Discretionary 5.43%
4 Healthcare 4.85%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$4K ﹤0.01%
141
2502
$4K ﹤0.01%
50
2503
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55
2504
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600
-50
2505
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+50
2506
$4K ﹤0.01%
+85
2507
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32
2508
$4K ﹤0.01%
2,020
2509
$4K ﹤0.01%
160
2510
$4K ﹤0.01%
3,200
2511
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80
2512
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250
2513
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2514
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50
2515
$4K ﹤0.01%
250
-125
2516
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2517
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2518
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2519
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200
2520
$4K ﹤0.01%
360
2521
$4K ﹤0.01%
250
2522
$4K ﹤0.01%
23
2523
$4K ﹤0.01%
150
2524
$4K ﹤0.01%
175
2525
$4K ﹤0.01%
53