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
$407M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,413
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.86M
3
+$5.64M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.43M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.1M

Top Sells

1
+$1.65M
2
+$1.19M
3
+$973K
4
KMI icon
Kinder Morgan
KMI
+$853K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$841K

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
676
$25K 0.01%
1,050
677
$25K 0.01%
+530
678
$25K 0.01%
1,116
-6
679
$25K 0.01%
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680
$25K 0.01%
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681
$25K 0.01%
1,250
682
$25K 0.01%
11
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683
$24K 0.01%
182
684
$24K 0.01%
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685
$24K 0.01%
563
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686
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687
$24K 0.01%
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688
$24K 0.01%
601
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689
$24K 0.01%
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690
$24K 0.01%
395
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691
$24K 0.01%
519
692
$24K 0.01%
234
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$24K 0.01%
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$24K 0.01%
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695
$24K 0.01%
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697
$24K 0.01%
451
698
$24K 0.01%
328
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699
$23K 0.01%
119
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700
$23K 0.01%
838
-322
26 27
28
29 30