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
501
$43K 0.01%
850
502
$43K 0.01%
554
+207
503
$42K 0.01%
1,154
504
$42K 0.01%
996
505
$42K 0.01%
1,056
+1,000
506
$42K 0.01%
375
+200
507
$42K 0.01%
1,600
508
$42K 0.01%
1,670
509
$41K 0.01%
1,543
510
$41K 0.01%
414
511
$41K 0.01%
512
+183
512
$41K 0.01%
600
513
$41K 0.01%
+400
514
$40K 0.01%
712
-280
515
$40K 0.01%
+852
516
$40K 0.01%
1,106
-40
517
$40K 0.01%
+900
518
$40K 0.01%
+5,000
519
$40K 0.01%
770
+520
520
$40K 0.01%
2,200
521
$39K 0.01%
1,060
522
$39K 0.01%
480
523
$39K 0.01%
+934
524
$39K 0.01%
1,992
+828
525
$39K 0.01%
76,640
+37,600
19 20
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