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
901
$10K ﹤0.01%
105
-45
902
$10K ﹤0.01%
2,400
903
$10K ﹤0.01%
300
-1,036
904
$10K ﹤0.01%
150
-490
905
$10K ﹤0.01%
301
-1,397
906
$10K ﹤0.01%
315
-10
907
$10K ﹤0.01%
253
-1,254
908
$10K ﹤0.01%
500
909
$10K ﹤0.01%
+300
910
$10K ﹤0.01%
+720
911
$10K ﹤0.01%
635
-50
912
$10K ﹤0.01%
246
-171
913
$10K ﹤0.01%
332
-168
914
$10K ﹤0.01%
2,329
+329
915
$10K ﹤0.01%
235
916
$10K ﹤0.01%
+234
917
$10K ﹤0.01%
598
918
$10K ﹤0.01%
1,160
+773
919
$10K ﹤0.01%
1,000
920
$9K ﹤0.01%
99
-24
921
$9K ﹤0.01%
+400
922
$9K ﹤0.01%
+200
923
$9K ﹤0.01%
309
924
$9K ﹤0.01%
1,215
-4
925
$9K ﹤0.01%
65
-488
35 36
37
38 39