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
326
$115K 0.03%
100
-10
327
$115K 0.03%
+1,786
328
$114K 0.03%
1,343
+1,143
329
$113K 0.03%
610
-11
330
$112K 0.03%
+3,273
331
$112K 0.03%
2,762
+662
332
$112K 0.03%
6,806
333
$111K 0.03%
5,521
-1
334
$111K 0.03%
823
+50
335
$110K 0.03%
553
336
$110K 0.03%
1,100
337
$109K 0.03%
+2,725
338
$108K 0.03%
1,015
-84
339
$108K 0.03%
622
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340
$108K 0.03%
2,692
+179
341
$106K 0.03%
680
-10
342
$104K 0.03%
4,010
343
$104K 0.03%
1,165
344
$104K 0.03%
2,129
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345
$103K 0.03%
1,265
+631
346
$102K 0.03%
1,046
+371
347
$101K 0.02%
+1,000
348
$100K 0.02%
5,403
349
$99K 0.02%
6,810
350
$99K 0.02%
1,158
-166
12 13
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