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
2101
$7K ﹤0.01%
81
2102
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675
2103
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898
2104
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2105
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800
2106
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1,700
2107
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435
2108
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190
+50
2109
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125
2110
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750
2111
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190
2112
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100
2113
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2114
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2115
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330
2116
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830
2117
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720
2118
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525
2119
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345
2120
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100
2121
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+342
2122
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111
2123
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400
-21
2124
$6K ﹤0.01%
200
2125
$6K ﹤0.01%
161
+33