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
1651
$21K ﹤0.01%
760
-800
1652
$21K ﹤0.01%
1,530
+100
1653
$21K ﹤0.01%
700
1654
$21K ﹤0.01%
2,000
1655
$21K ﹤0.01%
1,982
+111
1656
$21K ﹤0.01%
300
+30
1657
$21K ﹤0.01%
+52
1658
$21K ﹤0.01%
600
1659
$21K ﹤0.01%
730
+1
1660
$21K ﹤0.01%
1,500
1661
$21K ﹤0.01%
498
1662
$21K ﹤0.01%
664
+164
1663
$21K ﹤0.01%
806
+1
1664
$21K ﹤0.01%
1,005
1665
$21K ﹤0.01%
500
1666
$21K ﹤0.01%
1,347
1667
$21K ﹤0.01%
5,331
+1,138
1668
$21K ﹤0.01%
+95
1669
$21K ﹤0.01%
828
1670
$21K ﹤0.01%
61
1671
$21K ﹤0.01%
295
1672
$21K ﹤0.01%
246
1673
$21K ﹤0.01%
844
+84
1674
$21K ﹤0.01%
1,240
1675
$21K ﹤0.01%
337