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
601
$28K 0.01%
1,040
+678
602
$28K 0.01%
390
-30
603
$28K 0.01%
+2,326
604
$28K 0.01%
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605
$28K 0.01%
584
606
$28K 0.01%
634
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607
$28K 0.01%
8,928
608
$27K 0.01%
1,390
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609
$27K 0.01%
1,660
610
$27K 0.01%
1,800
611
$27K 0.01%
550
+3
612
$27K 0.01%
2,150
613
$27K 0.01%
1,294
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614
$27K 0.01%
855
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615
$27K 0.01%
798
616
$27K 0.01%
300
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617
$27K 0.01%
673
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618
$27K 0.01%
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619
$26K 0.01%
332
620
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621
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395
622
$26K 0.01%
315
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623
$26K 0.01%
510
624
$26K 0.01%
490
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625
$26K 0.01%
750
-300
23 24
25
26 27