GWM

Geneos Wealth Management Portfolio holdings

AUM $4.09B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
2751
$1K ﹤0.01%
26
2752
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42
-1
2753
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2754
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2755
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2756
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2757
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2758
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2759
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2760
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2761
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2762
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20
-80
2763
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40
2764
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100
2765
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185
-4,300
2766
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1
2767
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2768
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98
2769
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2770
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1
2771
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25
2772
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14
2773
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+75
2774
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40
-167
2775
$1K ﹤0.01%
11