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

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
1476
$32K ﹤0.01%
672
1477
$32K ﹤0.01%
437
1478
$32K ﹤0.01%
2,298
+11
1479
$32K ﹤0.01%
1,236
+912
1480
$32K ﹤0.01%
414
1481
$32K ﹤0.01%
2,375
+1,000
1482
$31K ﹤0.01%
+1,600
1483
$31K ﹤0.01%
1,300
1484
$31K ﹤0.01%
2,232
+439
1485
$31K ﹤0.01%
3,513
1486
$31K ﹤0.01%
2,000
1487
$31K ﹤0.01%
372
1488
$31K ﹤0.01%
518
1489
$31K ﹤0.01%
1,762
1490
$31K ﹤0.01%
600
1491
$31K ﹤0.01%
1,152
1492
$31K ﹤0.01%
485
+2
1493
$31K ﹤0.01%
3,825
1494
$31K ﹤0.01%
1,600
1495
$31K ﹤0.01%
450
1496
$31K ﹤0.01%
845
-600
1497
$31K ﹤0.01%
1,037
1498
$30K ﹤0.01%
274
1499
$30K ﹤0.01%
608
1500
$30K ﹤0.01%
434
+1