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

Top Buys

1 +$22.5M
2 +$22.4M
3 +$20.1M
4
USD icon
ProShares Ultra Semiconductors
USD
+$19.1M
5
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$18.5M

Top Sells

1 +$27.2M
2 +$21.1M
3 +$21M
4
UYG icon
ProShares Ultra Financials
UYG
+$20.8M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$16.8M

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
2526
$4K ﹤0.01%
140
2527
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50
2528
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250
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2529
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2530
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2531
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2532
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2533
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2534
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2535
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2536
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2537
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2538
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2539
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100
2540
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2541
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100
2542
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134
+4
2543
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2545
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1
2546
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2547
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600
+100
2548
$4K ﹤0.01%
435
2549
$4K ﹤0.01%
300
2550
$3K ﹤0.01%
65