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
876
$11K ﹤0.01%
340
877
$11K ﹤0.01%
115
878
$11K ﹤0.01%
+250
879
$11K ﹤0.01%
787
880
$11K ﹤0.01%
300
881
$11K ﹤0.01%
235
882
$11K ﹤0.01%
+598
883
$11K ﹤0.01%
1,724
884
$11K ﹤0.01%
499
885
$11K ﹤0.01%
1,000
886
$11K ﹤0.01%
190
-1
887
$11K ﹤0.01%
400
-238
888
$10K ﹤0.01%
625
889
$10K ﹤0.01%
595
+215
890
$10K ﹤0.01%
762
+585
891
$10K ﹤0.01%
200
892
$10K ﹤0.01%
810
893
$10K ﹤0.01%
+100
894
$10K ﹤0.01%
197
+50
895
$10K ﹤0.01%
+378
896
$10K ﹤0.01%
348
-64
897
$10K ﹤0.01%
55
898
$10K ﹤0.01%
700
899
$10K ﹤0.01%
+1,224
900
$10K ﹤0.01%
+295
34 35
36
37 38