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
2376
$2K ﹤0.01%
16
2377
$2K ﹤0.01%
47
2378
$2K ﹤0.01%
+523
2379
$2K ﹤0.01%
58
+1
2380
$2K ﹤0.01%
+110
2381
$2K ﹤0.01%
90
2382
$2K ﹤0.01%
320
2383
$2K ﹤0.01%
1,333
2384
$2K ﹤0.01%
100
2385
$2K ﹤0.01%
183
2386
$2K ﹤0.01%
50
2387
$2K ﹤0.01%
100
2388
$2K ﹤0.01%
400
2389
$2K ﹤0.01%
500
2390
$2K ﹤0.01%
40
2391
$2K ﹤0.01%
33
-113
2392
$2K ﹤0.01%
106
-367
2393
$2K ﹤0.01%
11
2394
$2K ﹤0.01%
70
2395
$2K ﹤0.01%
193
2396
$2K ﹤0.01%
25
2397
$2K ﹤0.01%
1,000
2398
$2K ﹤0.01%
362
2399
$2K ﹤0.01%
+40
2400
$2K ﹤0.01%
472
-550
94 95
96
97 98