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
451
$50K 0.01%
+3,592
452
$50K 0.01%
278
+112
453
$49K 0.01%
1,065
+353
454
$49K 0.01%
1,152
+525
455
$48K 0.01%
2,082
-47,061
456
$48K 0.01%
3,141
+1,207
457
$48K 0.01%
4,494
-1,700
458
$48K 0.01%
800
-60
459
$48K 0.01%
1,263
-375
460
$48K 0.01%
78,640
+2,000
461
$48K 0.01%
1,060
-1,271
462
$47K 0.01%
+1,450
463
$47K 0.01%
940
464
$47K 0.01%
+1,530
465
$47K 0.01%
3,720
-6,850
466
$46K 0.01%
1,406
+805
467
$46K 0.01%
1,500
468
$45K 0.01%
1,650
+426
469
$45K 0.01%
1,007
-87
470
$45K 0.01%
894
-4,110
471
$45K 0.01%
1,700
472
$44K 0.01%
+9,200
473
$44K 0.01%
+1,414
474
$44K 0.01%
2,110
+1,467
475
$44K 0.01%
+3,400
17 18
19
20 21