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
1876
$13K ﹤0.01%
188
1877
$13K ﹤0.01%
310
1878
$13K ﹤0.01%
400
1879
$13K ﹤0.01%
476
1880
$13K ﹤0.01%
520
1881
$13K ﹤0.01%
542
1882
$13K ﹤0.01%
359
1883
$13K ﹤0.01%
1,941
-723
1884
$13K ﹤0.01%
+500
1885
$13K ﹤0.01%
889
1886
$12K ﹤0.01%
+600
1887
$12K ﹤0.01%
1,167
+25
1888
$12K ﹤0.01%
300
1889
$12K ﹤0.01%
800
1890
$12K ﹤0.01%
420
1891
$12K ﹤0.01%
1,000
1892
$12K ﹤0.01%
500
1893
$12K ﹤0.01%
3,145
+1,000
1894
$12K ﹤0.01%
200
1895
$12K ﹤0.01%
+300
1896
$12K ﹤0.01%
245
1897
$12K ﹤0.01%
198
-66
1898
$12K ﹤0.01%
200
1899
$12K ﹤0.01%
788
1900
$12K ﹤0.01%
4