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
1576
$26K ﹤0.01%
545
1577
$26K ﹤0.01%
+600
1578
$26K ﹤0.01%
2,135
1579
$26K ﹤0.01%
675
1580
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2,125
1581
$26K ﹤0.01%
650
1582
$26K ﹤0.01%
415
1583
$25K ﹤0.01%
459
-159
1584
$25K ﹤0.01%
1,000
1585
$25K ﹤0.01%
532
1586
$25K ﹤0.01%
2,570
1587
$25K ﹤0.01%
106
1588
$25K ﹤0.01%
925
1589
$25K ﹤0.01%
195
1590
$25K ﹤0.01%
1,269
1591
$25K ﹤0.01%
1,682
-4
1592
$25K ﹤0.01%
386
1593
$25K ﹤0.01%
840
1594
$25K ﹤0.01%
355
1595
$25K ﹤0.01%
1,707
+293
1596
$25K ﹤0.01%
620
1597
$25K ﹤0.01%
2,060
1598
$25K ﹤0.01%
2,230
+24
1599
$24K ﹤0.01%
567
1600
$24K ﹤0.01%
+276