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
1151
$38.4K ﹤0.01%
8,783
-6,374
1152
$38.2K ﹤0.01%
+1,374
1153
$38K ﹤0.01%
+461
1154
$37.9K ﹤0.01%
+1,141
1155
$37.7K ﹤0.01%
+777
1156
$37.5K ﹤0.01%
4,549
-412
1157
$37.4K ﹤0.01%
+735
1158
$37.3K ﹤0.01%
+3,855
1159
$37.2K ﹤0.01%
+721
1160
$36.8K ﹤0.01%
+1,208
1161
$36.7K ﹤0.01%
+687
1162
$36.6K ﹤0.01%
+348
1163
$36.5K ﹤0.01%
+610
1164
$36.2K ﹤0.01%
+503
1165
$36.2K ﹤0.01%
+210
1166
$35.9K ﹤0.01%
+185
1167
$35.8K ﹤0.01%
+634
1168
$35.8K ﹤0.01%
775
+394
1169
$35.7K ﹤0.01%
+11,026
1170
$35.5K ﹤0.01%
+332
1171
$35.4K ﹤0.01%
+526
1172
$35.4K ﹤0.01%
+382
1173
$35.2K ﹤0.01%
+481
1174
$35.1K ﹤0.01%
+7,216
1175
$35.1K ﹤0.01%
+211