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
1726
$18K ﹤0.01%
6,100
1727
$18K ﹤0.01%
1,000
1728
$18K ﹤0.01%
431
1729
$18K ﹤0.01%
1,061
1730
$18K ﹤0.01%
941
1731
$18K ﹤0.01%
225
1732
$18K ﹤0.01%
1,803
1733
$18K ﹤0.01%
682
1734
$18K ﹤0.01%
3,850
1735
$18K ﹤0.01%
250
+150
1736
$18K ﹤0.01%
1,339
1737
$18K ﹤0.01%
7,840
1738
$18K ﹤0.01%
511
1739
$18K ﹤0.01%
1,190
1740
$18K ﹤0.01%
145
1741
$18K ﹤0.01%
738
1742
$18K ﹤0.01%
260
1743
$18K ﹤0.01%
3,139
1744
$18K ﹤0.01%
30,500
1745
$18K ﹤0.01%
2,202
-78
1746
$18K ﹤0.01%
750
1747
$17K ﹤0.01%
400
-9
1748
$17K ﹤0.01%
334
1749
$17K ﹤0.01%
527
+227
1750
$17K ﹤0.01%
2,168