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
26
$3.47M 0.85%
49,767
+3,710
27
$3.46M 0.85%
129,586
-12,069
28
$3.45M 0.85%
32,880
+32,238
29
$3.4M 0.84%
109,418
+4,364
30
$3.29M 0.81%
33,766
+4,314
31
$3.2M 0.79%
58,258
-4,877
32
$3.12M 0.77%
272,650
+65,200
33
$3.06M 0.75%
69,377
+10,735
34
$2.99M 0.73%
76,202
-3,571
35
$2.97M 0.73%
26,449
-2,015
36
$2.87M 0.7%
36,941
+1,110
37
$2.85M 0.7%
51,393
+449
38
$2.84M 0.7%
32,198
+2,137
39
$2.81M 0.69%
73,531
+64,448
40
$2.76M 0.68%
161,651
+74,077
41
$2.66M 0.65%
27,476
-524
42
$2.66M 0.65%
244,305
-10,095
43
$2.64M 0.65%
107,552
+3,232
44
$2.64M 0.65%
27,650
45
$2.56M 0.63%
24,287
+257
46
$2.54M 0.62%
58,990
+13,480
47
$2.51M 0.62%
75,540
+22,061
48
$2.24M 0.55%
29,412
-475
49
$2.19M 0.54%
16,054
+5,809
50
$2.12M 0.52%
35,850
-3,313
1
2
3 4 5