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

Sector Composition

1 Technology 6.41%
2 Financials 5.23%
3 Industrials 5.16%
4 Energy 5%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$2K ﹤0.01%
+125
2427
$2K ﹤0.01%
600
2428
$1K ﹤0.01%
1,000
2429
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100
2430
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+35
2431
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20
2432
$1K ﹤0.01%
449
2433
$1K ﹤0.01%
102
2434
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29
2435
$1K ﹤0.01%
200
2436
$1K ﹤0.01%
3
2437
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16
2438
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100
2439
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75
2440
$1K ﹤0.01%
100
2441
$1K ﹤0.01%
224
2442
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235
2443
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83
+2
2444
$1K ﹤0.01%
44
2445
$1K ﹤0.01%
540
2446
$1K ﹤0.01%
+47
2447
$1K ﹤0.01%
115
2448
$1K ﹤0.01%
167
2449
$1K ﹤0.01%
229
2450
$1K ﹤0.01%
58