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
276
$171K 0.04%
10,570
+6,850
277
$169K 0.04%
4,304
+609
278
$165K 0.04%
10,950
+450
279
$164K 0.04%
2,046
-81
280
$164K 0.04%
4,487
+1,649
281
$164K 0.04%
3,179
282
$163K 0.04%
3,000
283
$162K 0.04%
784
+49
284
$161K 0.04%
1,736
+1,441
285
$160K 0.04%
1,085
+807
286
$160K 0.04%
3,500
287
$158K 0.04%
6,681
+918
288
$157K 0.04%
1,474
+1,392
289
$153K 0.04%
+9,620
290
$151K 0.04%
2,175
+2,000
291
$151K 0.04%
5,716
+1,314
292
$150K 0.04%
187
293
$149K 0.04%
3,798
294
$145K 0.04%
7,603
+1,742
295
$144K 0.04%
+2,636
296
$143K 0.04%
2,950
+902
297
$143K 0.04%
4,700
-525
298
$141K 0.03%
19,076
299
$140K 0.03%
3,633
300
$139K 0.03%
2,090
10 11
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