GM

GeoWealth Management Portfolio holdings

AUM $2.56B
1-Year Est. Return 13.31%
This Quarter Est. Return
1 Year Est. Return
+13.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.62%
2 Financials 0.4%
3 Consumer Discretionary 0.33%
4 Consumer Staples 0.32%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-70,692
227
-58,534