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
1126
$41.6K ﹤0.01%
+443
1127
$41.3K ﹤0.01%
+1,127
1128
$41.1K ﹤0.01%
+186
1129
$41K ﹤0.01%
+1,131
1130
$41K ﹤0.01%
614
-708
1131
$40.9K ﹤0.01%
+508
1132
$40.9K ﹤0.01%
769
+76
1133
$40.7K ﹤0.01%
+797
1134
$40.6K ﹤0.01%
+578
1135
$40.3K ﹤0.01%
+1,045
1136
$40.2K ﹤0.01%
+364
1137
$40K ﹤0.01%
+1,239
1138
$39.9K ﹤0.01%
+919
1139
$39.7K ﹤0.01%
831
+787
1140
$39.5K ﹤0.01%
+1,397
1141
$39.5K ﹤0.01%
+300
1142
$39.5K ﹤0.01%
+552
1143
$39.3K ﹤0.01%
+588
1144
$39.2K ﹤0.01%
725
+690
1145
$39.1K ﹤0.01%
+1,756
1146
$38.8K ﹤0.01%
626
-41
1147
$38.7K ﹤0.01%
+142
1148
$38.7K ﹤0.01%
+64
1149
$38.6K ﹤0.01%
+592
1150
$38.5K ﹤0.01%
+201