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
851
$13K ﹤0.01%
194
-178
852
$13K ﹤0.01%
504
853
$13K ﹤0.01%
2,805
+1,240
854
$13K ﹤0.01%
183
855
$13K ﹤0.01%
187
-85
856
$13K ﹤0.01%
1,000
857
$13K ﹤0.01%
410
858
$13K ﹤0.01%
1,463
859
$13K ﹤0.01%
847
860
$12K ﹤0.01%
210
861
$12K ﹤0.01%
230
862
$12K ﹤0.01%
326
-200
863
$12K ﹤0.01%
310
864
$12K ﹤0.01%
200
865
$12K ﹤0.01%
1,000
866
$12K ﹤0.01%
+252
867
$12K ﹤0.01%
167
868
$12K ﹤0.01%
15
-172
869
$12K ﹤0.01%
557
-174
870
$12K ﹤0.01%
559
871
$12K ﹤0.01%
100
+50
872
$12K ﹤0.01%
1,250
-544
873
$12K ﹤0.01%
+453
874
$12K ﹤0.01%
+700
875
$12K ﹤0.01%
+2,000
33 34
35
36 37