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
2251
$3K ﹤0.01%
400
2252
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2253
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212
2254
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2255
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2256
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2257
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2258
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2259
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500
2260
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150
2261
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+189
2262
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2264
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536
2265
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2266
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1,000
-3,000
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2269
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2270
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2,000
2271
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300
2272
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317
2273
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60
-592
2274
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757
2275
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16