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
1226
$26.8K ﹤0.01%
+687
1227
$26.7K ﹤0.01%
+1,604
1228
$26.6K ﹤0.01%
+1,017
1229
$26.4K ﹤0.01%
+834
1230
$26.3K ﹤0.01%
+632
1231
$26.3K ﹤0.01%
+568
1232
$26.3K ﹤0.01%
+67
1233
$26.2K ﹤0.01%
+197
1234
$26K ﹤0.01%
+814
1235
$25.8K ﹤0.01%
+237
1236
$25.7K ﹤0.01%
+992
1237
$25.5K ﹤0.01%
+505
1238
$25.5K ﹤0.01%
+161
1239
$25.2K ﹤0.01%
+780
1240
$25.1K ﹤0.01%
237
-248
1241
$24.8K ﹤0.01%
+329
1242
$24.7K ﹤0.01%
+3,583
1243
$24.5K ﹤0.01%
+171
1244
$24.3K ﹤0.01%
+608
1245
$24.1K ﹤0.01%
+64
1246
$24K ﹤0.01%
+255
1247
$24K ﹤0.01%
+539
1248
$23.9K ﹤0.01%
27
-15
1249
$23.7K ﹤0.01%
+320
1250
$23.7K ﹤0.01%
+710