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
551
$32K 0.01%
1,824
552
$32K 0.01%
304
553
$32K 0.01%
1,905
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554
$32K 0.01%
270
555
$32K 0.01%
842
556
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+2,573
557
$32K 0.01%
4,079
558
$32K 0.01%
909
559
$31K 0.01%
998
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560
$31K 0.01%
176
561
$31K 0.01%
3,625
562
$31K 0.01%
1,062
563
$31K 0.01%
795
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564
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522
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565
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344
566
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760
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567
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67
568
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671
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569
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570
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1,025
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571
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572
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523
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573
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+2,125
574
$30K 0.01%
3,000
575
$30K 0.01%
1,022
+912
21 22
23
24 25