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
751
$19K ﹤0.01%
+400
752
$19K ﹤0.01%
161
753
$19K ﹤0.01%
737
754
$18K ﹤0.01%
150
-21
755
$18K ﹤0.01%
71
-30
756
$18K ﹤0.01%
850
757
$18K ﹤0.01%
1,652
-268
758
$18K ﹤0.01%
2,240
+640
759
$18K ﹤0.01%
300
760
$18K ﹤0.01%
284
+201
761
$18K ﹤0.01%
184
+101
762
$18K ﹤0.01%
272
-15
763
$18K ﹤0.01%
600
764
$18K ﹤0.01%
143
765
$18K ﹤0.01%
+400
766
$17K ﹤0.01%
+580
767
$17K ﹤0.01%
1,000
768
$17K ﹤0.01%
300
769
$17K ﹤0.01%
+1,192
770
$17K ﹤0.01%
103
+79
771
$17K ﹤0.01%
600
772
$17K ﹤0.01%
664
+615
773
$17K ﹤0.01%
+4,000
774
$17K ﹤0.01%
559
775
$17K ﹤0.01%
3,000
29 30
31
32 33