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
876
$12K ﹤0.01%
797
+409
877
$11K ﹤0.01%
187
+11
878
$11K ﹤0.01%
295
879
$11K ﹤0.01%
1,000
880
$11K ﹤0.01%
915
+625
881
$11K ﹤0.01%
897
882
$11K ﹤0.01%
450
-210
883
$11K ﹤0.01%
323
+144
884
$11K ﹤0.01%
3,000
885
$11K ﹤0.01%
274
886
$11K ﹤0.01%
567
887
$11K ﹤0.01%
400
-509
888
$11K ﹤0.01%
+384
889
$11K ﹤0.01%
115
890
$11K ﹤0.01%
374
891
$11K ﹤0.01%
375
+110
892
$11K ﹤0.01%
1,077
893
$11K ﹤0.01%
530
+5
894
$11K ﹤0.01%
531
895
$11K ﹤0.01%
700
896
$11K ﹤0.01%
400
-500
897
$11K ﹤0.01%
159
898
$11K ﹤0.01%
+246
899
$11K ﹤0.01%
+2,378
900
$10K ﹤0.01%
113
-30
34 35
36
37 38