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
$2.61B
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,951
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$22.4M
3 +$20.1M
4
USD icon
ProShares Ultra Semiconductors
USD
+$19.1M
5
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$18.5M

Top Sells

1 +$27.2M
2 +$21.1M
3 +$21M
4
UYG icon
ProShares Ultra Financials
UYG
+$20.8M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$16.8M

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
2401
$6K ﹤0.01%
155
2402
$6K ﹤0.01%
1,000
2403
$6K ﹤0.01%
372
2404
$6K ﹤0.01%
270
2405
$6K ﹤0.01%
240
2406
$6K ﹤0.01%
103
+3
2407
$6K ﹤0.01%
+150
2408
$6K ﹤0.01%
1,000
2409
$6K ﹤0.01%
100
2410
$6K ﹤0.01%
190
2411
$6K ﹤0.01%
115
2412
$6K ﹤0.01%
524
+74
2413
$6K ﹤0.01%
39
2414
$6K ﹤0.01%
330
2415
$6K ﹤0.01%
120
2416
$6K ﹤0.01%
37
2417
$6K ﹤0.01%
60
2418
$6K ﹤0.01%
250
2419
$6K ﹤0.01%
382
+2
2420
$6K ﹤0.01%
151
-200
2421
$6K ﹤0.01%
400
2422
$6K ﹤0.01%
130
2423
$6K ﹤0.01%
357
2424
$6K ﹤0.01%
302
2425
$6K ﹤0.01%
386