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
576
$33K 0.01%
1,424
+34
577
$33K 0.01%
554
+194
578
$33K 0.01%
+192
579
$33K 0.01%
+4,921
580
$33K 0.01%
+451
581
$33K 0.01%
1,815
582
$33K 0.01%
1,140
583
$33K 0.01%
345
584
$33K 0.01%
+844
585
$33K 0.01%
+842
586
$33K 0.01%
+350
587
$33K 0.01%
909
+408
588
$32K 0.01%
+344
589
$32K 0.01%
+67
590
$32K 0.01%
+498
591
$32K 0.01%
1,649
+1,149
592
$32K 0.01%
508
+258
593
$32K 0.01%
+900
594
$32K 0.01%
+176
595
$32K 0.01%
+889
596
$32K 0.01%
+964
597
$32K 0.01%
+1,500
598
$32K 0.01%
1,054
+120
599
$32K 0.01%
+573
600
$32K 0.01%
1,055
22 23
24
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