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
1301
$17.6K ﹤0.01%
+162
1302
$17.6K ﹤0.01%
+2,635
1303
$17.5K ﹤0.01%
+40
1304
$17.5K ﹤0.01%
+1,213
1305
$17.4K ﹤0.01%
+1,439
1306
$17.4K ﹤0.01%
+59
1307
$17.4K ﹤0.01%
348
-357
1308
$17.3K ﹤0.01%
+32
1309
$17.3K ﹤0.01%
+345
1310
$17.3K ﹤0.01%
+469
1311
$16.9K ﹤0.01%
+875
1312
$16.9K ﹤0.01%
+195
1313
$16.8K ﹤0.01%
+875
1314
$16.8K ﹤0.01%
+2,639
1315
$16.7K ﹤0.01%
+174
1316
$16.7K ﹤0.01%
+237
1317
$16.6K ﹤0.01%
+339
1318
$16.6K ﹤0.01%
+100
1319
$16.4K ﹤0.01%
+235
1320
$16.4K ﹤0.01%
+1,203
1321
$16.3K ﹤0.01%
+422
1322
$16.2K ﹤0.01%
+77
1323
$15.9K ﹤0.01%
+7,250
1324
$15.8K ﹤0.01%
+134
1325
$15.8K ﹤0.01%
+92