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
801
$15K ﹤0.01%
440
802
$15K ﹤0.01%
369
803
$15K ﹤0.01%
92
+67
804
$15K ﹤0.01%
100
805
$15K ﹤0.01%
+423
806
$15K ﹤0.01%
200
807
$15K ﹤0.01%
400
808
$15K ﹤0.01%
553
809
$15K ﹤0.01%
490
+60
810
$15K ﹤0.01%
100
811
$15K ﹤0.01%
1,250
812
$15K ﹤0.01%
210
813
$15K ﹤0.01%
+200
814
$15K ﹤0.01%
567
815
$15K ﹤0.01%
417
+153
816
$15K ﹤0.01%
643
-224
817
$15K ﹤0.01%
303
818
$15K ﹤0.01%
300
819
$15K ﹤0.01%
+1,794
820
$15K ﹤0.01%
531
-100
821
$15K ﹤0.01%
+200
822
$14K ﹤0.01%
143
+69
823
$14K ﹤0.01%
150
+45
824
$14K ﹤0.01%
+337
825
$14K ﹤0.01%
150
31 32
33
34 35