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
801
$15K ﹤0.01%
+1,094
802
$14K ﹤0.01%
319
+16
803
$14K ﹤0.01%
400
+100
804
$14K ﹤0.01%
300
805
$14K ﹤0.01%
408
-90
806
$14K ﹤0.01%
440
807
$14K ﹤0.01%
128
808
$14K ﹤0.01%
256
809
$14K ﹤0.01%
+527
810
$14K ﹤0.01%
423
811
$14K ﹤0.01%
+318
812
$14K ﹤0.01%
445
-45
813
$14K ﹤0.01%
227
814
$14K ﹤0.01%
+265
815
$14K ﹤0.01%
300
-2,210
816
$14K ﹤0.01%
220
817
$14K ﹤0.01%
+443
818
$14K ﹤0.01%
649
819
$14K ﹤0.01%
424
+76
820
$14K ﹤0.01%
200
821
$14K ﹤0.01%
267
822
$14K ﹤0.01%
400
823
$14K ﹤0.01%
+750
824
$14K ﹤0.01%
263
825
$14K ﹤0.01%
+1,495
31 32
33
34 35