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
251
$206K 0.05%
17,821
252
$204K 0.05%
7,267
253
$201K 0.05%
2,295
+1,149
254
$201K 0.05%
1,417
-27
255
$201K 0.05%
6,042
+1,000
256
$197K 0.05%
7,900
257
$197K 0.05%
1,840
258
$196K 0.05%
2,241
+218
259
$192K 0.05%
19,588
260
$189K 0.05%
3,300
+500
261
$187K 0.05%
3,784
+2
262
$187K 0.05%
3,284
-16
263
$186K 0.05%
4,010
+3,820
264
$186K 0.05%
2,312
+2,033
265
$185K 0.05%
15,250
+9,900
266
$185K 0.05%
7,138
+3,668
267
$185K 0.05%
+2,422
268
$184K 0.05%
3,532
+118
269
$181K 0.04%
4,375
270
$179K 0.04%
1,825
+712
271
$178K 0.04%
2,380
-679
272
$175K 0.04%
3,666
-111
273
$174K 0.04%
2,510
+1,600
274
$173K 0.04%
8,800
275
$171K 0.04%
3,516
+16
9 10
11
12 13