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
276
$158K 0.04%
7,700
-200
277
$158K 0.04%
+14,400
278
$158K 0.04%
1,847
+373
279
$157K 0.04%
1,092
-200
280
$157K 0.04%
+2,224
281
$154K 0.04%
3,798
282
$154K 0.04%
5,118
-924
283
$154K 0.04%
+1,673
284
$152K 0.04%
+11,152
285
$151K 0.04%
5,322
+1,174
286
$150K 0.04%
3,113
-419
287
$149K 0.04%
4,375
288
$147K 0.04%
3,218
-943
289
$146K 0.04%
3,000
-4,000
290
$145K 0.04%
1,885
-427
291
$145K 0.04%
3,500
292
$144K 0.04%
+10,000
293
$144K 0.04%
1,435
-513
294
$142K 0.03%
3,633
295
$141K 0.03%
114
+14
296
$141K 0.03%
3,947
-1,063
297
$138K 0.03%
3,248
-268
298
$138K 0.03%
5,710
-6
299
$137K 0.03%
+8,000
300
$136K 0.03%
19,076
10 11
12
13 14