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
1451
$34K ﹤0.01%
508
+2
1452
$34K ﹤0.01%
1,000
1453
$34K ﹤0.01%
2,300
1454
$34K ﹤0.01%
689
1455
$34K ﹤0.01%
451
1456
$34K ﹤0.01%
238
1457
$34K ﹤0.01%
999
+513
1458
$33K ﹤0.01%
209
-25
1459
$33K ﹤0.01%
835
+170
1460
$33K ﹤0.01%
681
1461
$33K ﹤0.01%
318
1462
$33K ﹤0.01%
269
-158
1463
$33K ﹤0.01%
18,896
1464
$33K ﹤0.01%
1,290
1465
$33K ﹤0.01%
427
1466
$33K ﹤0.01%
229
+88
1467
$33K ﹤0.01%
689
1468
$32K ﹤0.01%
1,611
-1,065
1469
$32K ﹤0.01%
1,000
1470
$32K ﹤0.01%
+4,550
1471
$32K ﹤0.01%
421
1472
$32K ﹤0.01%
1,787
1473
$32K ﹤0.01%
276
+76
1474
$32K ﹤0.01%
1,000
1475
$32K ﹤0.01%
238
+35
57 58
59
60 61