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

Top Sells

1
+$16.2M
2
+$6.96M
3
+$6.04M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$5.33M
5
DALT
Anfield Diversified Alternatives ETF
DALT
+$3.89M

Sector Composition

1 Technology 6.42%
2 Financials 5.21%
3 Industrials 5.15%
4 Energy 5%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$129K 0.01%
295
852
$129K 0.01%
2,032
-88
853
$128K 0.01%
2,784
-359
854
$128K 0.01%
2,515
+1,078
855
$128K 0.01%
2,747
856
$127K 0.01%
4,000
857
$127K 0.01%
4,800
858
$127K 0.01%
10,439
859
$127K 0.01%
5,531
860
$127K 0.01%
1,260
-30
861
$127K 0.01%
2,082
-351
862
$127K 0.01%
1,915
+1,880
863
$126K 0.01%
43,750
-400
864
$126K 0.01%
2,280
+200
865
$126K 0.01%
4,090
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866
$126K 0.01%
5,879
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867
$125K 0.01%
4,292
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868
$125K 0.01%
2,800
869
$124K 0.01%
1,545
+1
870
$124K 0.01%
11,675
871
$124K 0.01%
1,025
872
$123K 0.01%
1,880
873
$123K 0.01%
10,147
874
$121K 0.01%
2,014
875
$121K 0.01%
2,875
33 34
35
36 37