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
501
$39K 0.01%
996
502
$38K 0.01%
1,500
503
$38K 0.01%
1,465
504
$38K 0.01%
525
505
$38K 0.01%
675
-1,500
506
$38K 0.01%
1,320
507
$38K 0.01%
428
-128
508
$38K 0.01%
1,850
+710
509
$37K 0.01%
664
510
$37K 0.01%
343
-106
511
$37K 0.01%
387
-25
512
$37K 0.01%
642
513
$37K 0.01%
2,200
-2,000
514
$37K 0.01%
1,092
+265
515
$37K 0.01%
1,180
516
$37K 0.01%
724
517
$37K 0.01%
660
518
$36K 0.01%
+3,717
519
$36K 0.01%
1,283
+229
520
$36K 0.01%
1,952
-3,016
521
$36K 0.01%
65
522
$36K 0.01%
+1,952
523
$36K 0.01%
727
+254
524
$35K 0.01%
1,300
-424
525
$35K 0.01%
1,010
-100
19 20
21
22 23