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
901
$10K ﹤0.01%
+295
902
$10K ﹤0.01%
+424
903
$10K ﹤0.01%
+200
904
$10K ﹤0.01%
100
905
$10K ﹤0.01%
110
906
$9K ﹤0.01%
168
907
$9K ﹤0.01%
1,040
908
$9K ﹤0.01%
176
+83
909
$9K ﹤0.01%
500
910
$9K ﹤0.01%
309
-501
911
$9K ﹤0.01%
800
912
$9K ﹤0.01%
400
913
$9K ﹤0.01%
+437
914
$9K ﹤0.01%
226
+26
915
$9K ﹤0.01%
200
916
$9K ﹤0.01%
404
917
$9K ﹤0.01%
1,000
918
$9K ﹤0.01%
+170
919
$9K ﹤0.01%
146
-467
920
$9K ﹤0.01%
207
921
$9K ﹤0.01%
66
922
$9K ﹤0.01%
271
-205
923
$9K ﹤0.01%
79
924
$9K ﹤0.01%
1,631
925
$9K ﹤0.01%
+118
35 36
37
38 39