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
401
$70K 0.02%
+6,194
402
$70K 0.02%
+2,300
403
$70K 0.02%
488
404
$69K 0.02%
1,724
+1,208
405
$69K 0.02%
1,611
+21
406
$68K 0.02%
3,235
+1,485
407
$68K 0.02%
1,359
+697
408
$68K 0.02%
1,000
409
$67K 0.02%
1,400
410
$67K 0.02%
2,150
411
$66K 0.02%
2,170
-800
412
$65K 0.02%
1,047
+47
413
$65K 0.02%
919
+110
414
$65K 0.02%
2,000
415
$65K 0.02%
55
416
$65K 0.02%
1,332
+1,000
417
$65K 0.02%
1,700
418
$64K 0.02%
726
-60
419
$64K 0.02%
556
+324
420
$63K 0.02%
1,344
-50
421
$63K 0.02%
+6,914
422
$63K 0.02%
+1,549
423
$63K 0.02%
+2,613
424
$62K 0.02%
1,038
+690
425
$62K 0.02%
+1,698
15 16
17
18 19