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
826
$14K ﹤0.01%
649
-649
827
$14K ﹤0.01%
504
+439
828
$14K ﹤0.01%
374
829
$14K ﹤0.01%
183
-18
830
$14K ﹤0.01%
365
831
$14K ﹤0.01%
+350
832
$14K ﹤0.01%
159
+140
833
$14K ﹤0.01%
464
834
$14K ﹤0.01%
847
835
$13K ﹤0.01%
362
+232
836
$13K ﹤0.01%
685
837
$13K ﹤0.01%
350
838
$13K ﹤0.01%
310
839
$13K ﹤0.01%
256
-27
840
$13K ﹤0.01%
+1,000
841
$13K ﹤0.01%
+897
842
$13K ﹤0.01%
235
843
$13K ﹤0.01%
227
844
$13K ﹤0.01%
220
845
$13K ﹤0.01%
325
846
$13K ﹤0.01%
267
847
$13K ﹤0.01%
230
+185
848
$13K ﹤0.01%
274
+210
849
$13K ﹤0.01%
700
850
$13K ﹤0.01%
+410
32 33
34
35 36