GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$3.88M
3
+$2.83M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.58M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.56M

Top Sells

1
+$2.12M
2
+$1.42M
3
+$1.08M
4
LLY icon
Eli Lilly
LLY
+$841K
5
WP
Worldpay, Inc.
WP
+$752K

Sector Composition

1 Healthcare 8.5%
2 Industrials 8.25%
3 Technology 7.76%
4 Financials 5.24%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$227K 0.06%
3,267
+3,067
227
$227K 0.06%
4,191
228
$226K 0.06%
4,150
+4,050
229
$226K 0.06%
3,364
-30
230
$225K 0.05%
2,534
+2,300
231
$224K 0.05%
2,048
-1,131
232
$222K 0.05%
9,556
-1,564
233
$221K 0.05%
3,867
-350
234
$221K 0.05%
2,184
-258
235
$220K 0.05%
15,250
236
$220K 0.05%
8,440
+1,302
237
$218K 0.05%
2,479
-3
238
$218K 0.05%
8,600
-2,800
239
$216K 0.05%
9,993
+3,312
240
$212K 0.05%
18,830
241
$211K 0.05%
2,485
-390
242
$208K 0.05%
+12,015
243
$204K 0.05%
+13,200
244
$204K 0.05%
2,453
+847
245
$203K 0.05%
14,000
-6,000
246
$202K 0.05%
2,325
+500
247
$201K 0.05%
4,999
+69
248
$201K 0.05%
5,143
-555
249
$197K 0.05%
4,548
+1,624
250
$196K 0.05%
2,179
-104
8 9
10
11 12