GWM

Geneos Wealth Management Portfolio holdings

AUM $4.09B
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,951
New
Increased
Reduced
Closed

Top Buys

1 +$22.6M
2 +$22.6M
3 +$20.9M
4
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$20.5M
5
USD icon
ProShares Ultra Semiconductors
USD
+$19.9M

Sector Composition

1 Technology 8.27%
2 Financials 5.92%
3 Consumer Discretionary 5.43%
4 Healthcare 4.85%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$7K ﹤0.01%
166
2327
$7K ﹤0.01%
5
2328
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160
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704
+4
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2334
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2337
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-15
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2340
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2341
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2343
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375
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2345
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2346
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150
2347
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348
2348
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1,040
2349
$7K ﹤0.01%
435
2350
$7K ﹤0.01%
197