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
726
$21K 0.01%
526
+275
727
$21K 0.01%
+1,000
728
$21K 0.01%
212
+196
729
$21K 0.01%
2,900
730
$21K 0.01%
223
-32
731
$20K ﹤0.01%
420
+20
732
$20K ﹤0.01%
600
733
$20K ﹤0.01%
470
-277
734
$20K ﹤0.01%
370
735
$20K ﹤0.01%
400
736
$20K ﹤0.01%
+285
737
$20K ﹤0.01%
449
-1
738
$20K ﹤0.01%
+1,744
739
$20K ﹤0.01%
+500
740
$20K ﹤0.01%
243
741
$20K ﹤0.01%
1,300
742
$20K ﹤0.01%
10,965
743
$19K ﹤0.01%
498
+465
744
$19K ﹤0.01%
1,000
+500
745
$19K ﹤0.01%
245
+88
746
$19K ﹤0.01%
746
-135
747
$19K ﹤0.01%
660
748
$19K ﹤0.01%
1,773
749
$19K ﹤0.01%
402
+234
750
$19K ﹤0.01%
210
+165
28 29
30
31 32