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
676
$21K 0.01%
400
-87
677
$21K 0.01%
1,744
678
$21K 0.01%
826
+20
679
$21K 0.01%
+336
680
$21K 0.01%
2,213
681
$21K 0.01%
681
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682
$21K 0.01%
797
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683
$21K 0.01%
295
684
$20K ﹤0.01%
750
-1,076
685
$20K ﹤0.01%
354
-3,615
686
$20K ﹤0.01%
650
687
$20K ﹤0.01%
537
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688
$20K ﹤0.01%
1,351
+756
689
$20K ﹤0.01%
814
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690
$20K ﹤0.01%
1,164
-828
691
$20K ﹤0.01%
530
692
$20K ﹤0.01%
113
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693
$20K ﹤0.01%
516
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694
$20K ﹤0.01%
375
695
$20K ﹤0.01%
1,000
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696
$20K ﹤0.01%
838
+258
697
$20K ﹤0.01%
+626
698
$19K ﹤0.01%
600
699
$19K ﹤0.01%
71
700
$19K ﹤0.01%
694
-1,080
26 27
28
29 30