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
$1.61B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Sells

1 +$11M
2 +$6.96M
3 +$6.59M
4
USD icon
ProShares Ultra Semiconductors
USD
+$5.22M
5
RXL icon
ProShares Ultra Health Care
RXL
+$5.06M

Sector Composition

1 Technology 5.87%
2 Energy 5.69%
3 Industrials 5.62%
4 Financials 5.15%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$17K ﹤0.01%
+1,200
1727
$17K ﹤0.01%
1,000
1728
$17K ﹤0.01%
181
1729
$16K ﹤0.01%
337
1730
$16K ﹤0.01%
+800
1731
$16K ﹤0.01%
505
1732
$16K ﹤0.01%
400
1733
$16K ﹤0.01%
+2,000
1734
$16K ﹤0.01%
1,000
1735
$16K ﹤0.01%
3,400
1736
$16K ﹤0.01%
270
1737
$16K ﹤0.01%
1,250
1738
$16K ﹤0.01%
1,463
1739
$16K ﹤0.01%
1,200
1740
$16K ﹤0.01%
1,500
1741
$16K ﹤0.01%
500
1742
$16K ﹤0.01%
2,144
1743
$16K ﹤0.01%
104
1744
$16K ﹤0.01%
534
1745
$16K ﹤0.01%
500
1746
$16K ﹤0.01%
+2,000
1747
$16K ﹤0.01%
61
1748
$16K ﹤0.01%
49
-100
1749
$16K ﹤0.01%
250
1750
$16K ﹤0.01%
+1,267