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
$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 7.77%
4 Financials 5.24%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.49%
224,019
-20,286
52
$1.89M 0.46%
37,291
-762
53
$1.88M 0.46%
68,840
+9,705
54
$1.84M 0.45%
20,841
+5,851
55
$1.82M 0.44%
16,904
+1,176
56
$1.77M 0.43%
26,451
+2,904
57
$1.7M 0.41%
46,918
+3,049
58
$1.68M 0.41%
129,399
+33,501
59
$1.66M 0.4%
16,814
+12,879
60
$1.62M 0.39%
22,569
+3,367
61
$1.59M 0.39%
110,231
-51,420
62
$1.59M 0.39%
21,821
-3,181
63
$1.54M 0.38%
112,648
+29,726
64
$1.51M 0.37%
26,220
+2,305
65
$1.46M 0.36%
20,726
+2,768
66
$1.45M 0.35%
36,693
+8,824
67
$1.42M 0.35%
11,735
-242
68
$1.41M 0.34%
82,328
-17,580
69
$1.35M 0.33%
12,169
+796
70
$1.27M 0.31%
41,837
-5,400
71
$1.26M 0.31%
22,122
72
$1.25M 0.31%
30,706
-2,968
73
$1.25M 0.3%
39,880
+9,039
74
$1.19M 0.29%
18,455
+356
75
$1.17M 0.29%
6
1 2
3
4 5