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
$407M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,413
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.86M
3
+$5.64M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.43M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.1M

Top Sells

1
+$1.65M
2
+$1.19M
3
+$973K
4
KMI icon
Kinder Morgan
KMI
+$853K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$841K

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%
200
802
$15K ﹤0.01%
400
803
$15K ﹤0.01%
553
804
$15K ﹤0.01%
490
+60
805
$15K ﹤0.01%
100
806
$15K ﹤0.01%
1,250
807
$15K ﹤0.01%
210
808
$15K ﹤0.01%
+200
809
$15K ﹤0.01%
567
810
$15K ﹤0.01%
417
+153
811
$15K ﹤0.01%
643
-224
812
$15K ﹤0.01%
303
813
$15K ﹤0.01%
300
814
$15K ﹤0.01%
+1,794
815
$15K ﹤0.01%
531
-100
816
$15K ﹤0.01%
+200
817
$15K ﹤0.01%
1,655
818
$15K ﹤0.01%
+1,173
819
$15K ﹤0.01%
1,936
820
$15K ﹤0.01%
440
821
$15K ﹤0.01%
369
822
$14K ﹤0.01%
649
-649
823
$14K ﹤0.01%
504
+439
824
$14K ﹤0.01%
143
+69
825
$14K ﹤0.01%
150
+45
31 32
33
34 35