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 6.42%
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
2426
$2K ﹤0.01%
316
2427
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85
2428
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+50
2429
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2430
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400
2431
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20
2432
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500
2433
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20
2434
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2435
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167
2436
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229
2437
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58
2438
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2439
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2440
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100
2441
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25
2442
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2443
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2444
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2445
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42
2446
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+9
2447
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108
2448
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21
2449
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23
2450
$1K ﹤0.01%
+120