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
426
$56K 0.01%
700
427
$56K 0.01%
1,651
+1,600
428
$56K 0.01%
726
429
$56K 0.01%
633
-130
430
$56K 0.01%
598
+28
431
$56K 0.01%
1,392
+1,275
432
$56K 0.01%
2,080
+974
433
$55K 0.01%
2,000
434
$55K 0.01%
3,235
435
$55K 0.01%
1,311
+501
436
$55K 0.01%
1,307
-52
437
$55K 0.01%
3,300
438
$55K 0.01%
1,800
439
$54K 0.01%
2,486
440
$54K 0.01%
2,050
441
$54K 0.01%
795
442
$53K 0.01%
3,654
+756
443
$53K 0.01%
1,523
-88
444
$52K 0.01%
839
445
$52K 0.01%
1,135
446
$51K 0.01%
670
447
$51K 0.01%
1,194
-150
448
$51K 0.01%
500
449
$50K 0.01%
+197
450
$50K 0.01%
2,521
16 17
18
19 20