GWM

Geneos Wealth Management Portfolio holdings

AUM $4.09B
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
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
2701
$2K ﹤0.01%
49
2702
$1K ﹤0.01%
41
2703
$1K ﹤0.01%
+100
2704
$1K ﹤0.01%
3
2705
$1K ﹤0.01%
300
2706
$1K ﹤0.01%
200
2707
$1K ﹤0.01%
86
2708
$1K ﹤0.01%
50
2709
$1K ﹤0.01%
17
2710
$1K ﹤0.01%
47
2711
$1K ﹤0.01%
300
2712
$1K ﹤0.01%
225
2713
$1K ﹤0.01%
100
2714
$1K ﹤0.01%
33
2715
$1K ﹤0.01%
100
2716
$1K ﹤0.01%
50
2717
$1K ﹤0.01%
35
2718
$1K ﹤0.01%
201
2719
$1K ﹤0.01%
50
2720
$1K ﹤0.01%
103
+27
2721
$1K ﹤0.01%
+6
2722
$1K ﹤0.01%
36
2723
$1K ﹤0.01%
4
2724
$1K ﹤0.01%
20
2725
0