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
451
$55K 0.01%
1,135
+219
452
$55K 0.01%
1,507
+1,467
453
$55K 0.01%
873
+4
454
$55K 0.01%
+500
455
$55K 0.01%
+2,192
456
$54K 0.01%
1,826
457
$54K 0.01%
398
+241
458
$53K 0.01%
+1,926
459
$53K 0.01%
331
+106
460
$53K 0.01%
+8,928
461
$52K 0.01%
+490
462
$51K 0.01%
+500
463
$51K 0.01%
570
464
$51K 0.01%
2,898
465
$51K 0.01%
1,243
+595
466
$51K 0.01%
2,830
467
$50K 0.01%
3,497
+1,259
468
$50K 0.01%
133
469
$50K 0.01%
3,300
+3,210
470
$50K 0.01%
493
+74
471
$49K 0.01%
509
+101
472
$49K 0.01%
724
+500
473
$49K 0.01%
624
+223
474
$49K 0.01%
+4
475
$49K 0.01%
940
17 18
19
20 21