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
2226
$4K ﹤0.01%
727
2227
$4K ﹤0.01%
97
2228
$4K ﹤0.01%
179
-70
2229
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200
2230
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19
2231
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105
2232
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70
2233
$4K ﹤0.01%
300
2234
$4K ﹤0.01%
100
2235
$4K ﹤0.01%
100
2236
$4K ﹤0.01%
1,965
2237
$4K ﹤0.01%
167
2238
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452
2239
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166
2240
$4K ﹤0.01%
160
2241
$4K ﹤0.01%
200
2242
$4K ﹤0.01%
2
2243
$4K ﹤0.01%
348
2244
$4K ﹤0.01%
100
2245
$4K ﹤0.01%
+249
2246
$4K ﹤0.01%
340
2247
$4K ﹤0.01%
5,838
-13
2248
$4K ﹤0.01%
9,900
2249
$4K ﹤0.01%
318
2250
$4K ﹤0.01%
+81