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
826
$14K ﹤0.01%
+569
827
$14K ﹤0.01%
200
828
$14K ﹤0.01%
+229
829
$14K ﹤0.01%
2,588
-17,000
830
$14K ﹤0.01%
+384
831
$14K ﹤0.01%
1,173
832
$14K ﹤0.01%
+203
833
$14K ﹤0.01%
1,936
834
$13K ﹤0.01%
1,000
835
$13K ﹤0.01%
466
-474
836
$13K ﹤0.01%
+32
837
$13K ﹤0.01%
202
+158
838
$13K ﹤0.01%
337
839
$13K ﹤0.01%
600
840
$13K ﹤0.01%
350
-502
841
$13K ﹤0.01%
245
+10
842
$13K ﹤0.01%
+287
843
$13K ﹤0.01%
+874
844
$13K ﹤0.01%
206
+60
845
$13K ﹤0.01%
135
-279
846
$13K ﹤0.01%
553
847
$13K ﹤0.01%
100
848
$13K ﹤0.01%
+404
849
$13K ﹤0.01%
1,120
850
$13K ﹤0.01%
465
-10,386
32 33
34
35 36