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
+$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
State Street 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
901
$10K ﹤0.01%
+424
902
$10K ﹤0.01%
+200
903
$10K ﹤0.01%
100
904
$10K ﹤0.01%
110
905
$10K ﹤0.01%
330
+300
906
$9K ﹤0.01%
124
-41
907
$9K ﹤0.01%
176
+83
908
$9K ﹤0.01%
500
909
$9K ﹤0.01%
309
-501
910
$9K ﹤0.01%
800
911
$9K ﹤0.01%
400
912
$9K ﹤0.01%
+437
913
$9K ﹤0.01%
226
+26
914
$9K ﹤0.01%
200
915
$9K ﹤0.01%
404
916
$9K ﹤0.01%
1,000
917
$9K ﹤0.01%
+170
918
$9K ﹤0.01%
146
-467
919
$9K ﹤0.01%
207
920
$9K ﹤0.01%
66
921
$9K ﹤0.01%
271
-205
922
$9K ﹤0.01%
79
923
$9K ﹤0.01%
1,631
924
$9K ﹤0.01%
168
925
$9K ﹤0.01%
1,040
35 36
37
38 39