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
426
$62K 0.02%
1,700
+1,156
427
$62K 0.02%
+560
428
$62K 0.02%
840
429
$61K 0.02%
+839
430
$61K 0.02%
700
431
$61K 0.02%
1,800
432
$61K 0.02%
1,314
433
$60K 0.01%
763
+98
434
$59K 0.01%
+2,043
435
$59K 0.01%
449
+247
436
$59K 0.01%
1,500
437
$58K 0.01%
363
+216
438
$58K 0.01%
+3,497
439
$58K 0.01%
1,336
+1,036
440
$58K 0.01%
4,630
441
$58K 0.01%
2,403
442
$58K 0.01%
496
443
$57K 0.01%
670
+445
444
$56K 0.01%
1,405
+717
445
$56K 0.01%
2,050
446
$56K 0.01%
860
+60
447
$55K 0.01%
305
448
$55K 0.01%
+1,774
449
$55K 0.01%
1,725
450
$55K 0.01%
1,056
+427
16 17
18
19 20