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
1251
$23.4K ﹤0.01%
+64
1252
$23.2K ﹤0.01%
159
+2
1253
$23.1K ﹤0.01%
+128
1254
$23.1K ﹤0.01%
+976
1255
$23.1K ﹤0.01%
+291
1256
$22.9K ﹤0.01%
+220
1257
$22.6K ﹤0.01%
+231
1258
$22.6K ﹤0.01%
+181
1259
$22.6K ﹤0.01%
+2,949
1260
$22.6K ﹤0.01%
+142
1261
$22.4K ﹤0.01%
+144
1262
$22.2K ﹤0.01%
+355
1263
$22.1K ﹤0.01%
444
+70
1264
$21.9K ﹤0.01%
+343
1265
$21.6K ﹤0.01%
+121
1266
$21.5K ﹤0.01%
+532
1267
$21.5K ﹤0.01%
+209
1268
$21.3K ﹤0.01%
+111
1269
$21.2K ﹤0.01%
+648
1270
$21.1K ﹤0.01%
+993
1271
$20.9K ﹤0.01%
+257
1272
$20.7K ﹤0.01%
+1,840
1273
$20.6K ﹤0.01%
172
1274
$20.5K ﹤0.01%
+437
1275
$20.5K ﹤0.01%
+1,806