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
2351
$7K ﹤0.01%
225
2352
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100
2353
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440
2354
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2355
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2356
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-40
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750
2358
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1,000
2359
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2360
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413
2361
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+400
2362
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2363
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575
2364
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2365
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+416
2366
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285
+200
2367
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2368
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2369
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285
2370
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87
2371
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1,050
2372
$7K ﹤0.01%
300
2373
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830
2374
$6K ﹤0.01%
250
2375
$6K ﹤0.01%
+146