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 6.41%
2 Financials 5.23%
3 Industrials 5.16%
4 Energy 5%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$3K ﹤0.01%
41
2302
$3K ﹤0.01%
270
2303
$3K ﹤0.01%
280
2304
$3K ﹤0.01%
83
2305
$3K ﹤0.01%
+300
2306
$3K ﹤0.01%
400
2307
$3K ﹤0.01%
122
2308
$3K ﹤0.01%
200
2309
$3K ﹤0.01%
212
2310
$3K ﹤0.01%
379
2311
$3K ﹤0.01%
100
2312
$3K ﹤0.01%
175
2313
$3K ﹤0.01%
2,000
2314
$3K ﹤0.01%
82
+12
2315
$3K ﹤0.01%
317
2316
$3K ﹤0.01%
757
2317
$3K ﹤0.01%
70
2318
0
2319
$3K ﹤0.01%
102
2320
$3K ﹤0.01%
38
2321
0
2322
$3K ﹤0.01%
263
-110
2323
$3K ﹤0.01%
167
2324
$3K ﹤0.01%
150
2325
$3K ﹤0.01%
300
-544