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
351
$98K 0.02%
6,900
352
$98K 0.02%
1,126
+396
353
$97K 0.02%
6,400
-550
354
$95K 0.02%
1,655
+45
355
$95K 0.02%
+2,000
356
$94K 0.02%
4,000
357
$93K 0.02%
2,235
-1,000
358
$93K 0.02%
2,151
+2,067
359
$90K 0.02%
431
+257
360
$90K 0.02%
1,034
-141
361
$90K 0.02%
3,775
+604
362
$89K 0.02%
4,968
363
$89K 0.02%
3,000
364
$89K 0.02%
670
+420
365
$88K 0.02%
3,653
+1,528
366
$87K 0.02%
1,700
+1,622
367
$86K 0.02%
840
+630
368
$86K 0.02%
+2,364
369
$86K 0.02%
1,500
370
$86K 0.02%
961
+846
371
$86K 0.02%
746
-49
372
$85K 0.02%
1,794
+1,766
373
$83K 0.02%
642
+151
374
$83K 0.02%
1,800
375
$82K 0.02%
+516
13 14
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