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
$1.61B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Sells

1 +$11M
2 +$6.96M
3 +$6.59M
4
USD icon
ProShares Ultra Semiconductors
USD
+$5.22M
5
RXL icon
ProShares Ultra Health Care
RXL
+$5.06M

Sector Composition

1 Technology 5.87%
2 Energy 5.69%
3 Industrials 5.62%
4 Financials 5.15%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$1K ﹤0.01%
90
2402
$1K ﹤0.01%
102
2403
$1K ﹤0.01%
29
2404
$1K ﹤0.01%
204
2405
$1K ﹤0.01%
16
2406
$1K ﹤0.01%
75
2407
$1K ﹤0.01%
370
2408
$1K ﹤0.01%
235
2409
$1K ﹤0.01%
80
+2
2410
$1K ﹤0.01%
+44
2411
$1K ﹤0.01%
579
2412
$1K ﹤0.01%
540
2413
$1K ﹤0.01%
+100
2414
$1K ﹤0.01%
20
2415
$1K ﹤0.01%
+22
2416
$1K ﹤0.01%
115
2417
$1K ﹤0.01%
229
2418
$1K ﹤0.01%
58
2419
$1K ﹤0.01%
295
2420
$1K ﹤0.01%
27
2421
$1K ﹤0.01%
75
2422
$1K ﹤0.01%
+20
2423
$1K ﹤0.01%
65
2424
$1K ﹤0.01%
+43
2425
$1K ﹤0.01%
+62