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
326
$114K 0.03%
622
327
$114K 0.03%
2,294
+980
328
$113K 0.03%
2,772
-501
329
$111K 0.03%
1,534
-44
330
$111K 0.03%
10,000
331
$111K 0.03%
3,501
-986
332
$111K 0.03%
1,451
+626
333
$109K 0.03%
1,100
334
$106K 0.03%
976
-39
335
$105K 0.03%
2,221
-1,063
336
$104K 0.03%
5,521
337
$103K 0.03%
2,931
+239
338
$101K 0.02%
2,460
+1,990
339
$101K 0.02%
3,495
-809
340
$98K 0.02%
+1,457
341
$98K 0.02%
1,421
-2,340
342
$97K 0.02%
824
+1
343
$96K 0.02%
1,254
+220
344
$96K 0.02%
4,000
345
$94K 0.02%
2,000
346
$93K 0.02%
12,265
347
$93K 0.02%
6,810
348
$93K 0.02%
848
+7
349
$92K 0.02%
+7,549
350
$92K 0.02%
+1,626
12 13
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