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
2426
$1K ﹤0.01%
12
2427
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+23
2428
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+57
2429
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50
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2431
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2432
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+100
2433
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11
-40
2434
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1,000
2435
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25
2436
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+24
2437
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569
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2439
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2440
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2441
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2442
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2443
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2444
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2445
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+22
2446
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110
2447
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21
2448
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23
2449
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207
2450
$1K ﹤0.01%
200