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
251
$196K 0.05%
2,174
-81
252
$196K 0.05%
4,784
-7,539
253
$195K 0.05%
6,715
-1,084
254
$194K 0.05%
2,564
+184
255
$193K 0.05%
1,396
-21
256
$192K 0.05%
3,742
-1,183
257
$192K 0.05%
+13,618
258
$191K 0.05%
5,276
-497
259
$191K 0.05%
7,746
260
$190K 0.05%
6,500
261
$185K 0.05%
1,840
262
$183K 0.04%
3,815
+856
263
$181K 0.04%
2,257
+211
264
$180K 0.04%
17,821
265
$180K 0.04%
+16,215
266
$178K 0.04%
3,300
267
$178K 0.04%
2,341
+100
268
$173K 0.04%
8,800
269
$173K 0.04%
3,566
-843
270
$170K 0.04%
7,267
271
$167K 0.04%
+24,176
272
$160K 0.04%
6,225
+2,284
273
$159K 0.04%
10
+6
274
$159K 0.04%
3,290
-494
275
$158K 0.04%
3,000
9 10
11
12 13