GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
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
+$6.75M
2
+$6.57M
3
+$5.51M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.39M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.04M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$955K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$824K
5
KMI icon
Kinder Morgan
KMI
+$784K

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
51
$2.08M 0.51%
+50,030
52
$2.02M 0.5%
42,330
-170
53
$2.01M 0.49%
24,125
+2,253
54
$1.89M 0.47%
99,908
-3,552
55
$1.88M 0.46%
25,002
-5,754
56
$1.87M 0.46%
47,237
-3,053
57
$1.82M 0.45%
15,728
+802
58
$1.77M 0.44%
59,135
+24,235
59
$1.75M 0.43%
23,547
+2,661
60
$1.73M 0.42%
38,053
+767
61
$1.55M 0.38%
23,915
+2,861
62
$1.54M 0.38%
43,869
+15,214
63
$1.53M 0.37%
22,122
-244
64
$1.52M 0.37%
11,977
+2,078
65
$1.45M 0.36%
33,674
-2,214
66
$1.43M 0.35%
19,202
+705
67
$1.43M 0.35%
14,990
+8,827
68
$1.36M 0.33%
+95,898
69
$1.32M 0.32%
27,905
+1,953
70
$1.27M 0.31%
11,373
+245
71
$1.26M 0.31%
82,922
+2,178
72
$1.26M 0.31%
17,676
-1,310
73
$1.23M 0.3%
6
74
$1.2M 0.29%
17,958
+4,059
75
$1.19M 0.29%
18,099
+5,253
1 2
3
4 5