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
$407M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,413
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.86M
3
+$5.64M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.43M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.1M

Top Sells

1
+$1.65M
2
+$1.19M
3
+$973K
4
KMI icon
Kinder Morgan
KMI
+$853K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$841K

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
526
$39K 0.01%
1,144
+894
527
$39K 0.01%
+442
528
$39K 0.01%
411
529
$39K 0.01%
325
+250
530
$39K 0.01%
1,060
531
$38K 0.01%
1,320
+1,134
532
$38K 0.01%
673
+514
533
$38K 0.01%
692
534
$38K 0.01%
+1,603
535
$37K 0.01%
+1,000
536
$37K 0.01%
1,180
537
$37K 0.01%
1,050
538
$37K 0.01%
880
539
$37K 0.01%
507
+266
540
$37K 0.01%
600
541
$37K 0.01%
+771
542
$36K 0.01%
1,400
+700
543
$36K 0.01%
333
+33
544
$36K 0.01%
660
545
$36K 0.01%
767
-296
546
$36K 0.01%
453
+428
547
$36K 0.01%
+3,500
548
$36K 0.01%
600
549
$36K 0.01%
+114
550
$36K 0.01%
621
-433
20 21
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