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
301
$134K 0.03%
2,574
+2,446
302
$133K 0.03%
+2,621
303
$133K 0.03%
5,380
-2,372
304
$133K 0.03%
2,233
305
$133K 0.03%
9,589
-1,361
306
$131K 0.03%
1,797
-498
307
$131K 0.03%
2,950
308
$130K 0.03%
4,820
-4,780
309
$130K 0.03%
1,075
310
$127K 0.03%
+10,180
311
$127K 0.03%
7,503
-100
312
$126K 0.03%
610
313
$125K 0.03%
5,000
314
$125K 0.03%
6,304
-7,258
315
$124K 0.03%
1,670
-1,144
316
$124K 0.03%
+3,438
317
$124K 0.03%
2,440
318
$123K 0.03%
1,248
-26
319
$123K 0.03%
2,090
320
$122K 0.03%
884
+204
321
$120K 0.03%
2,735
322
$118K 0.03%
4,520
+510
323
$118K 0.03%
1,088
+3
324
$116K 0.03%
2,762
325
$115K 0.03%
2,855
11 12
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