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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
+$6M
2
+$3.82M
3
+$2.97M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.75M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.55M

Top Sells

1
+$2.12M
2
+$1.4M
3
+$1.11M
4
LLY icon
Eli Lilly
LLY
+$848K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$815K

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
726
$18K ﹤0.01%
10,965
727
$18K ﹤0.01%
1,222
+30
728
$18K ﹤0.01%
493
+44
729
$17K ﹤0.01%
193
+9
730
$17K ﹤0.01%
322
+22
731
$17K ﹤0.01%
804
+4
732
$17K ﹤0.01%
578
-896
733
$17K ﹤0.01%
1,250
734
$17K ﹤0.01%
+500
735
$17K ﹤0.01%
624
+468
736
$17K ﹤0.01%
143
737
$17K ﹤0.01%
300
-540
738
$17K ﹤0.01%
+4,000
739
$17K ﹤0.01%
452
-32
740
$17K ﹤0.01%
1,773
741
$17K ﹤0.01%
403
+35
742
$17K ﹤0.01%
285
743
$17K ﹤0.01%
440
-88
744
$17K ﹤0.01%
492
+39
745
$16K ﹤0.01%
230
746
$16K ﹤0.01%
+196
747
$16K ﹤0.01%
+284
748
$16K ﹤0.01%
150
749
$16K ﹤0.01%
+329
750
$16K ﹤0.01%
370
28 29
30
31 32