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

Top Buys

1 +$22.6M
2 +$22.6M
3 +$20.9M
4
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$20.5M
5
USD icon
ProShares Ultra Semiconductors
USD
+$19.9M

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
2051
$15K ﹤0.01%
1,145
2052
$15K ﹤0.01%
1,073
2053
$15K ﹤0.01%
20
2054
$15K ﹤0.01%
300
2055
$15K ﹤0.01%
1,119
2056
$15K ﹤0.01%
200
2057
$15K ﹤0.01%
686
2058
$15K ﹤0.01%
217
2059
$15K ﹤0.01%
850
2060
$15K ﹤0.01%
100
2061
$15K ﹤0.01%
327
+1
2062
$15K ﹤0.01%
2,117
+14
2063
$15K ﹤0.01%
659
2064
$15K ﹤0.01%
200
2065
$15K ﹤0.01%
608
2066
$15K ﹤0.01%
285
2067
$15K ﹤0.01%
4,158
-1,892
2068
$15K ﹤0.01%
568
2069
$15K ﹤0.01%
962
2070
$15K ﹤0.01%
500
2071
$15K ﹤0.01%
125
2072
$15K ﹤0.01%
800
2073
$15K ﹤0.01%
132
2074
$15K ﹤0.01%
3,400
2075
$15K ﹤0.01%
675