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
2076
$8K ﹤0.01%
9
2077
$8K ﹤0.01%
604
2078
$8K ﹤0.01%
560
2079
$8K ﹤0.01%
2,279
+6
2080
$8K ﹤0.01%
2,031
-12,080
2081
$8K ﹤0.01%
200
2082
$7K ﹤0.01%
506
2083
$7K ﹤0.01%
100
2084
$7K ﹤0.01%
249
2085
$7K ﹤0.01%
367
-16
2086
$7K ﹤0.01%
152
2087
$7K ﹤0.01%
850
-1,480
2088
$7K ﹤0.01%
2,500
2089
$7K ﹤0.01%
575
2090
$7K ﹤0.01%
27
2091
$7K ﹤0.01%
550
2092
$7K ﹤0.01%
354
2093
$7K ﹤0.01%
2,000
2094
$7K ﹤0.01%
+1,194
2095
$7K ﹤0.01%
1,500
2096
$7K ﹤0.01%
130
2097
$7K ﹤0.01%
2,020
2098
$7K ﹤0.01%
140
2099
$7K ﹤0.01%
+228
2100
$7K ﹤0.01%
114