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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
851
$13K ﹤0.01%
362
+232
852
$13K ﹤0.01%
685
853
$13K ﹤0.01%
350
854
$12K ﹤0.01%
600
855
$12K ﹤0.01%
500
856
$12K ﹤0.01%
1,120
857
$12K ﹤0.01%
+1,565
858
$12K ﹤0.01%
602
-2,045
859
$12K ﹤0.01%
+1,240
860
$12K ﹤0.01%
186
-94
861
$12K ﹤0.01%
495
+270
862
$12K ﹤0.01%
2,242
-3,111
863
$12K ﹤0.01%
+1,562
864
$12K ﹤0.01%
+2,000
865
$12K ﹤0.01%
1,077
866
$12K ﹤0.01%
525
867
$12K ﹤0.01%
+230
868
$11K ﹤0.01%
300
+72
869
$11K ﹤0.01%
+1,219
870
$11K ﹤0.01%
+295
871
$11K ﹤0.01%
2,400
-952
872
$11K ﹤0.01%
787
873
$11K ﹤0.01%
300
874
$11K ﹤0.01%
235
875
$11K ﹤0.01%
+598
33 34
35
36 37