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
1351
$11.9K ﹤0.01%
+678
1352
$11.8K ﹤0.01%
+50
1353
$11.8K ﹤0.01%
+242
1354
$11.7K ﹤0.01%
+750
1355
$11.6K ﹤0.01%
+695
1356
$11.5K ﹤0.01%
+293
1357
$11.5K ﹤0.01%
+68
1358
$11.2K ﹤0.01%
+133
1359
$11K ﹤0.01%
+181
1360
$10.8K ﹤0.01%
+90
1361
$10.7K ﹤0.01%
+138
1362
$10.6K ﹤0.01%
+266
1363
$10.6K ﹤0.01%
+131
1364
$10.5K ﹤0.01%
+85
1365
$10.4K ﹤0.01%
+61
1366
$10.3K ﹤0.01%
+74
1367
$10.2K ﹤0.01%
+344
1368
$10.1K ﹤0.01%
+35
1369
$10K ﹤0.01%
+199
1370
$9.95K ﹤0.01%
166
-1
1371
$9.8K ﹤0.01%
+387
1372
$9.74K ﹤0.01%
+38
1373
$9.66K ﹤0.01%
+64
1374
$9.65K ﹤0.01%
+204
1375
$9.54K ﹤0.01%
+207