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
376
$80K 0.02%
230
+131
377
$80K 0.02%
5,530
378
$80K 0.02%
2,000
379
$80K 0.02%
841
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380
$79K 0.02%
1,638
-42
381
$79K 0.02%
2,366
382
$79K 0.02%
2,008
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383
$78K 0.02%
2,486
384
$78K 0.02%
+1,033
385
$77K 0.02%
699
386
$76K 0.02%
3,482
387
$76K 0.02%
+1,000
388
$76K 0.02%
1,000
389
$75K 0.02%
4,200
390
$75K 0.02%
5,000
391
$75K 0.02%
1,090
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392
$73K 0.02%
652
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393
$73K 0.02%
5,000
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$72K 0.02%
409
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1,287
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396
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416
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397
$71K 0.02%
1,020
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398
$71K 0.02%
1,698
+198
399
$71K 0.02%
3,650
400
$70K 0.02%
1,477
14 15
16
17 18