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
+$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 7.76%
4 Financials 5.24%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$16K ﹤0.01%
234
752
$16K ﹤0.01%
664
753
$16K ﹤0.01%
1,004
-5,802
754
$16K ﹤0.01%
312
755
$16K ﹤0.01%
+216
756
$16K ﹤0.01%
+840
757
$16K ﹤0.01%
+1,115
758
$16K ﹤0.01%
432
-43
759
$16K ﹤0.01%
3,519
+1,277
760
$16K ﹤0.01%
1,089
+801
761
$16K ﹤0.01%
1,450
-1,250
762
$16K ﹤0.01%
+308
763
$16K ﹤0.01%
210
764
$16K ﹤0.01%
850
-150
765
$16K ﹤0.01%
287
+48
766
$16K ﹤0.01%
740
+230
767
$16K ﹤0.01%
+236
768
$16K ﹤0.01%
+237
769
$16K ﹤0.01%
600
770
$16K ﹤0.01%
464
771
$16K ﹤0.01%
116
772
$16K ﹤0.01%
+2,000
773
$15K ﹤0.01%
100
774
$15K ﹤0.01%
68
775
$15K ﹤0.01%
+516
29 30
31
32 33