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
$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 7.77%
4 Financials 5.24%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 0.81%
17,273
+343
27
$3.3M 0.8%
35,363
+1,597
28
$3.26M 0.79%
73,630
+4,253
29
$3.11M 0.76%
29,095
+2,646
30
$3.02M 0.74%
65,745
+6,755
31
$2.94M 0.72%
52,548
+2,781
32
$2.85M 0.69%
53,046
-3,543
33
$2.84M 0.69%
97,798
-11,620
34
$2.78M 0.68%
33,798
+1,600
35
$2.78M 0.68%
69,371
-6,831
36
$2.78M 0.68%
113,972
+6,420
37
$2.67M 0.65%
40,489
+3,548
38
$2.64M 0.64%
77,888
+2,348
39
$2.56M 0.62%
49,932
-11,950
40
$2.56M 0.62%
49,173
-9,085
41
$2.56M 0.62%
25,887
-1,589
42
$2.55M 0.62%
56,787
-16,744
43
$2.44M 0.6%
27,650
44
$2.44M 0.59%
18,685
+2,631
45
$2.29M 0.56%
23,563
-724
46
$2.28M 0.56%
99,071
-30,515
47
$2.14M 0.52%
29,692
+280
48
$2.12M 0.52%
49,606
-424
49
$2.04M 0.5%
27,493
+3,368
50
$2.02M 0.49%
45,790
-5,603
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