GWM

Geneos Wealth Management Portfolio holdings

AUM $4.09B
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,237
New
Increased
Reduced
Closed

Top Buys

1 +$7.53M
2 +$6.91M
3 +$4.91M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$4.8M
5
UYG icon
ProShares Ultra Financials
UYG
+$4.49M

Sector Composition

1 Energy 8.6%
2 Technology 7.13%
3 Industrials 7.08%
4 Consumer Staples 6.57%
5 Financials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$5K ﹤0.01%
100
1827
$5K ﹤0.01%
650
1828
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180
+80
1829
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704
1830
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1831
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50
1832
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82
1833
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61
1834
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250
1835
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813
1836
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202
1837
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1838
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559
-591
1839
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500
-700
1840
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1841
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1842
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1843
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1844
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1845
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1846
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1847
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1848
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1849
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1850
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40