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
776
$15K ﹤0.01%
+109
777
$15K ﹤0.01%
1,385
-833
778
$15K ﹤0.01%
370
+1
779
$15K ﹤0.01%
229
-219
780
$15K ﹤0.01%
+281
781
$15K ﹤0.01%
+178
782
$15K ﹤0.01%
850
783
$15K ﹤0.01%
1,259
-2,238
784
$15K ﹤0.01%
545
-1,180
785
$15K ﹤0.01%
486
+215
786
$15K ﹤0.01%
+4,029
787
$15K ﹤0.01%
+310
788
$15K ﹤0.01%
+1,427
789
$15K ﹤0.01%
224
-400
790
$15K ﹤0.01%
+320
791
$15K ﹤0.01%
+1,971
792
$15K ﹤0.01%
+3,010
793
$15K ﹤0.01%
+654
794
$15K ﹤0.01%
601
795
$15K ﹤0.01%
+229
796
$15K ﹤0.01%
161
797
$15K ﹤0.01%
+1,437
798
$15K ﹤0.01%
+312
799
$15K ﹤0.01%
+269
800
$15K ﹤0.01%
246
+16
30 31
32
33 34