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
1376
$9.52K ﹤0.01%
+102
1377
$9.38K ﹤0.01%
+126
1378
$9.37K ﹤0.01%
119
+10
1379
$9.36K ﹤0.01%
+212
1380
$9.33K ﹤0.01%
+123
1381
$9.28K ﹤0.01%
+96
1382
$9.19K ﹤0.01%
+400
1383
$9.15K ﹤0.01%
+368
1384
$9.02K ﹤0.01%
+293
1385
$8.9K ﹤0.01%
+236
1386
$8.83K ﹤0.01%
+248
1387
$8.81K ﹤0.01%
+417
1388
$8.67K ﹤0.01%
+140
1389
$8.44K ﹤0.01%
+137
1390
$8.43K ﹤0.01%
+167
1391
$8.28K ﹤0.01%
+135
1392
$7.97K ﹤0.01%
+142
1393
$7.95K ﹤0.01%
45
-6
1394
$7.87K ﹤0.01%
+304
1395
$7.84K ﹤0.01%
+204
1396
$7.84K ﹤0.01%
+73
1397
$7.82K ﹤0.01%
+611
1398
$7.78K ﹤0.01%
+136
1399
$7.7K ﹤0.01%
+820
1400
$7.7K ﹤0.01%
+346