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
701
$19K ﹤0.01%
+429
702
$19K ﹤0.01%
+200
703
$19K ﹤0.01%
100
704
$19K ﹤0.01%
400
+200
705
$19K ﹤0.01%
243
706
$19K ﹤0.01%
336
707
$19K ﹤0.01%
185
+10
708
$19K ﹤0.01%
737
709
$19K ﹤0.01%
1,300
710
$18K ﹤0.01%
1,086
-641
711
$18K ﹤0.01%
560
712
$18K ﹤0.01%
830
713
$18K ﹤0.01%
400
714
$18K ﹤0.01%
509
-59
715
$18K ﹤0.01%
32
-21
716
$18K ﹤0.01%
+209
717
$18K ﹤0.01%
493
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718
$18K ﹤0.01%
146
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719
$18K ﹤0.01%
200
720
$18K ﹤0.01%
2,000
-1,500
721
$18K ﹤0.01%
451
722
$18K ﹤0.01%
2,900
723
$18K ﹤0.01%
295
-259
724
$18K ﹤0.01%
1,350
725
$18K ﹤0.01%
168
+135
27 28
29
30 31