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
401
$69K 0.02%
2,235
402
$69K 0.02%
1,000
403
$66K 0.02%
423
+7
404
$65K 0.02%
488
405
$64K 0.02%
388
+57
406
$63K 0.02%
2,250
-114
407
$63K 0.02%
575
+200
408
$63K 0.02%
3,482
409
$62K 0.02%
1,036
-54
410
$61K 0.01%
671
+162
411
$61K 0.01%
2,150
412
$61K 0.01%
555
+506
413
$61K 0.01%
+4,300
414
$61K 0.01%
1,549
415
$60K 0.01%
1,165
416
$59K 0.01%
1,000
417
$59K 0.01%
1,000
-47
418
$59K 0.01%
1,225
-775
419
$59K 0.01%
984
+111
420
$59K 0.01%
571
-81
421
$58K 0.01%
4,630
422
$58K 0.01%
1,237
-463
423
$57K 0.01%
2,145
424
$57K 0.01%
502
+458
425
$57K 0.01%
1,197
+430
15 16
17
18 19