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
$2.83B
AUM Growth
+$534M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,733
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.82%
2 Healthcare 2.15%
3 Financials 2.12%
4 Real Estate 1.97%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$78.4K ﹤0.01%
+3,344
952
$78.2K ﹤0.01%
+504
953
$78K ﹤0.01%
+743
954
$77.9K ﹤0.01%
+504
955
$77.3K ﹤0.01%
+569
956
$76.3K ﹤0.01%
+1,240
957
$75.6K ﹤0.01%
+1,146
958
$75.3K ﹤0.01%
+288
959
$74.5K ﹤0.01%
+138
960
$74.4K ﹤0.01%
+223
961
$73.9K ﹤0.01%
+308
962
$73.9K ﹤0.01%
1,933
+60
963
$73.9K ﹤0.01%
+1,024
964
$73.7K ﹤0.01%
+1,138
965
$73K ﹤0.01%
+4,702
966
$72.5K ﹤0.01%
+9,212
967
$72.2K ﹤0.01%
+720
968
$71.6K ﹤0.01%
3,875
-876
969
$71.3K ﹤0.01%
+392
970
$70.9K ﹤0.01%
+3,221
971
$70.8K ﹤0.01%
+633
972
$70.7K ﹤0.01%
+504
973
$70.7K ﹤0.01%
+133
974
$70.5K ﹤0.01%
+560
975
$70.3K ﹤0.01%
+422