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
476
$44K 0.01%
+300
477
$44K 0.01%
928
+528
478
$44K 0.01%
469
-24
479
$44K 0.01%
193
-1,790
480
$43K 0.01%
850
481
$43K 0.01%
5,262
+3,542
482
$43K 0.01%
496
483
$43K 0.01%
1,004
484
$43K 0.01%
554
485
$42K 0.01%
875
-50
486
$42K 0.01%
+3,100
487
$42K 0.01%
4,925
+925
488
$41K 0.01%
1,133
-201
489
$41K 0.01%
1,189
+839
490
$41K 0.01%
400
491
$40K 0.01%
1,037
-19
492
$40K 0.01%
1,543
493
$40K 0.01%
1,600
494
$40K 0.01%
+3,000
495
$40K 0.01%
1,144
496
$39K 0.01%
480
497
$39K 0.01%
1,000
-64
498
$39K 0.01%
1,751
+690
499
$39K 0.01%
1,563
+1,313
500
$39K 0.01%
2,133
+318
18 19
20
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