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
$1.61B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Sells

1 +$11M
2 +$6.96M
3 +$6.59M
4
USD icon
ProShares Ultra Semiconductors
USD
+$5.22M
5
RXL icon
ProShares Ultra Health Care
RXL
+$5.06M

Sector Composition

1 Technology 5.87%
2 Energy 5.69%
3 Industrials 5.62%
4 Financials 5.15%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$3K ﹤0.01%
100
2227
$3K ﹤0.01%
+130
2228
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150
2229
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250
2230
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33
2231
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50
2232
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80
2233
$3K ﹤0.01%
800
2234
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156
2235
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110
2236
$3K ﹤0.01%
101
2237
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166
2238
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700
-350
2239
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150
-280
2240
$3K ﹤0.01%
65
2241
$3K ﹤0.01%
160
2242
$3K ﹤0.01%
50
2243
$3K ﹤0.01%
41
2244
$3K ﹤0.01%
1,022
2245
$3K ﹤0.01%
100
2246
$3K ﹤0.01%
348
2247
$3K ﹤0.01%
100
2248
$3K ﹤0.01%
100
2249
$3K ﹤0.01%
270
2250
$3K ﹤0.01%
83