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
576
$30K 0.01%
1,055
577
$30K 0.01%
587
-86
578
$30K 0.01%
345
579
$30K 0.01%
844
580
$30K 0.01%
1,179
+1,130
581
$29K 0.01%
340
582
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300
583
$29K 0.01%
589
+289
584
$29K 0.01%
2,200
585
$29K 0.01%
2,000
586
$29K 0.01%
445
587
$29K 0.01%
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588
$29K 0.01%
2,123
589
$29K 0.01%
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590
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573
591
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592
$29K 0.01%
341
-100
593
$29K 0.01%
468
594
$29K 0.01%
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595
$28K 0.01%
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596
$28K 0.01%
507
597
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886
598
$28K 0.01%
600
599
$28K 0.01%
769
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600
$28K 0.01%
928
-1,372
22 23
24
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