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

Top Sells

1
+$16.2M
2
+$6.96M
3
+$6.04M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$5.33M
5
DALT
Anfield Diversified Alternatives ETF
DALT
+$3.89M

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
2351
$2K ﹤0.01%
+11
2352
$2K ﹤0.01%
35
2353
$2K ﹤0.01%
17
2354
$2K ﹤0.01%
85
+3
2355
$2K ﹤0.01%
242
2356
$2K ﹤0.01%
860
+300
2357
$2K ﹤0.01%
346
2358
$2K ﹤0.01%
81
2359
$2K ﹤0.01%
600
2360
$2K ﹤0.01%
200
2361
$2K ﹤0.01%
230
+5
2362
$2K ﹤0.01%
70
2363
$2K ﹤0.01%
227
+3
2364
$2K ﹤0.01%
40
2365
$2K ﹤0.01%
800
2366
$2K ﹤0.01%
288
2367
$2K ﹤0.01%
100
2368
$2K ﹤0.01%
225
2369
$2K ﹤0.01%
65
2370
$2K ﹤0.01%
20
2371
$2K ﹤0.01%
200
2372
$2K ﹤0.01%
8
2373
$2K ﹤0.01%
337
+1
2374
$2K ﹤0.01%
30
2375
$2K ﹤0.01%
395
93 94
95
96 97