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
551
$36K 0.01%
1,465
+1,265
552
$35K 0.01%
1,130
553
$35K 0.01%
2,200
554
$35K 0.01%
974
+368
555
$35K 0.01%
1,934
+25
556
$35K 0.01%
642
557
$35K 0.01%
1,062
558
$35K 0.01%
+2,123
559
$35K 0.01%
270
560
$35K 0.01%
2,183
+2,058
561
$34K 0.01%
+53
562
$34K 0.01%
510
563
$34K 0.01%
827
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564
$34K 0.01%
+100
565
$34K 0.01%
1,000
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566
$34K 0.01%
+300
567
$34K 0.01%
521
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568
$34K 0.01%
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$34K 0.01%
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570
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571
$33K 0.01%
448
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$33K 0.01%
810
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573
$33K 0.01%
1,815
-935
574
$33K 0.01%
+525
575
$33K 0.01%
627
+525
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