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
301
$138K 0.03%
+9,000
302
$137K 0.03%
4,146
+3,810
303
$136K 0.03%
1,606
+985
304
$135K 0.03%
2,440
305
$134K 0.03%
5,000
306
$134K 0.03%
1,075
307
$133K 0.03%
3,941
+40
308
$133K 0.03%
2,735
309
$132K 0.03%
8,218
+7,284
310
$132K 0.03%
2,233
311
$131K 0.03%
10,000
312
$130K 0.03%
1,224
313
$130K 0.03%
825
+12
314
$127K 0.03%
2,000
315
$126K 0.03%
1,160
+272
316
$126K 0.03%
3,995
317
$125K 0.03%
4,148
+1,220
318
$124K 0.03%
2,331
+2,300
319
$123K 0.03%
1,274
+632
320
$123K 0.03%
2,855
+376
321
$123K 0.03%
2,959
+1,307
322
$121K 0.03%
2,924
323
$121K 0.03%
2,046
324
$118K 0.03%
1,578
+109
325
$116K 0.03%
12,265
11 12
13
14 15