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
$2.61B
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,951
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$22.4M
3 +$20.1M
4
USD icon
ProShares Ultra Semiconductors
USD
+$19.1M
5
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$18.5M

Top Sells

1 +$27.2M
2 +$21.1M
3 +$21M
4
UYG icon
ProShares Ultra Financials
UYG
+$20.8M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$16.8M

Sector Composition

1 Technology 8.27%
2 Financials 5.92%
3 Consumer Discretionary 5.43%
4 Healthcare 4.85%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$25K ﹤0.01%
638
+132
1802
$25K ﹤0.01%
458
1803
$25K ﹤0.01%
1,000
1804
$25K ﹤0.01%
280
1805
$25K ﹤0.01%
1,050
1806
$25K ﹤0.01%
1,200
+2
1807
$25K ﹤0.01%
714
+50
1808
$25K ﹤0.01%
1,452
-10,338
1809
$25K ﹤0.01%
593
1810
$25K ﹤0.01%
173
1811
$25K ﹤0.01%
126
1812
$25K ﹤0.01%
+1,057
1813
$25K ﹤0.01%
2,443
+2
1814
$25K ﹤0.01%
513
1815
$25K ﹤0.01%
200
1816
$24K ﹤0.01%
800
1817
$24K ﹤0.01%
300
-51
1818
$24K ﹤0.01%
600
1819
$24K ﹤0.01%
200
1820
$24K ﹤0.01%
519
1821
$24K ﹤0.01%
+508
1822
$24K ﹤0.01%
1,512
+52
1823
$24K ﹤0.01%
293
1824
$24K ﹤0.01%
603
1825
$24K ﹤0.01%
651