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
351
$92K 0.02%
2,593
+442
352
$92K 0.02%
670
353
$92K 0.02%
2,046
354
$91K 0.02%
2,953
-700
355
$89K 0.02%
800
+101
356
$89K 0.02%
6,900
357
$89K 0.02%
1,137
-128
358
$86K 0.02%
+1,575
359
$86K 0.02%
3,000
360
$86K 0.02%
315
-529
361
$86K 0.02%
1,248
+122
362
$86K 0.02%
2,145
+16
363
$85K 0.02%
1,610
-45
364
$85K 0.02%
3,775
365
$85K 0.02%
2,600
+600
366
$85K 0.02%
4,240
+590
367
$84K 0.02%
1,844
+146
368
$84K 0.02%
1,908
+114
369
$83K 0.02%
2,336
-1,810
370
$81K 0.02%
1,287
371
$81K 0.02%
35
+34
372
$81K 0.02%
957
-386
373
$81K 0.02%
+2,000
374
$78K 0.02%
1,079
+160
375
$78K 0.02%
+5,050
13 14
15
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