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
701
$23K 0.01%
1,061
+3
702
$23K 0.01%
806
+454
703
$23K 0.01%
336
+300
704
$23K 0.01%
400
-23
705
$23K 0.01%
1,350
706
$23K 0.01%
473
-689
707
$22K 0.01%
456
+400
708
$22K 0.01%
100
709
$22K 0.01%
510
+350
710
$22K 0.01%
2,213
711
$22K 0.01%
175
-22
712
$22K 0.01%
+1,350
713
$22K 0.01%
484
+288
714
$22K 0.01%
+528
715
$22K 0.01%
731
716
$22K 0.01%
+295
717
$21K 0.01%
650
718
$21K 0.01%
203
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719
$21K 0.01%
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720
$21K 0.01%
312
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721
$21K 0.01%
+1,545
722
$21K 0.01%
+1,263
723
$21K 0.01%
+134
724
$21K 0.01%
200
725
$21K 0.01%
552
-537
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