GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
This Quarter Est. Return
1 Year Est. Return
-0.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,413
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.57M
3
+$5.51M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.39M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.04M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$955K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$824K
5
KMI icon
Kinder Morgan
KMI
+$784K

Sector Composition

1 Healthcare 9.56%
2 Industrials 8.82%
3 Technology 8.07%
4 Financials 5.84%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$245K 0.06%
18,830
227
$243K 0.06%
4,217
+1,508
228
$242K 0.06%
4,930
+647
229
$240K 0.06%
2,491
+801
230
$239K 0.06%
5,698
231
$238K 0.06%
10,764
+759
232
$238K 0.06%
28,488
+24,438
233
$235K 0.06%
4,557
+310
234
$234K 0.06%
3,147
-480
235
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2,283
+33
236
$233K 0.06%
5,773
-2,109
237
$232K 0.06%
2,482
+1,229
238
$231K 0.06%
4,191
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239
$225K 0.06%
1,947
+848
240
$222K 0.05%
40,000
+10,000
241
$221K 0.05%
6,500
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242
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243
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2,814
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244
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10,178
+4,706
245
$216K 0.05%
5,010
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246
$216K 0.05%
7,752
+3,366
247
$213K 0.05%
4,161
+884
248
$211K 0.05%
2,255
+1,550
249
$211K 0.05%
3,346
-356
250
$207K 0.05%
1,948
+213
8 9
10
11 12