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
1326
$15.7K ﹤0.01%
+100
1327
$15.7K ﹤0.01%
+1,117
1328
$15.5K ﹤0.01%
+331
1329
$15.3K ﹤0.01%
+69
1330
$14.6K ﹤0.01%
+376
1331
$14.5K ﹤0.01%
+1,447
1332
$14.2K ﹤0.01%
+223
1333
$14.2K ﹤0.01%
+973
1334
$14K ﹤0.01%
+44
1335
$13.9K ﹤0.01%
393
-2,435
1336
$13.7K ﹤0.01%
87
-609
1337
$13.6K ﹤0.01%
289
+63
1338
$13.6K ﹤0.01%
+123
1339
$13.2K ﹤0.01%
+206
1340
$12.9K ﹤0.01%
+208
1341
$12.7K ﹤0.01%
+61
1342
$12.5K ﹤0.01%
+86
1343
$12.4K ﹤0.01%
+1,743
1344
$12.4K ﹤0.01%
+179
1345
$12.3K ﹤0.01%
+200
1346
$12.2K ﹤0.01%
+42
1347
$12.1K ﹤0.01%
+467
1348
$12.1K ﹤0.01%
+3,178
1349
$12K ﹤0.01%
+61
1350
$11.9K ﹤0.01%
+323