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
926
$9K ﹤0.01%
207
927
$9K ﹤0.01%
66
928
$9K ﹤0.01%
271
-205
929
$9K ﹤0.01%
79
930
$9K ﹤0.01%
1,631
931
$9K ﹤0.01%
168
932
$9K ﹤0.01%
1,040
933
$9K ﹤0.01%
+118
934
$9K ﹤0.01%
300
935
$9K ﹤0.01%
300
936
$9K ﹤0.01%
210
-1,800
937
$9K ﹤0.01%
78
+27
938
$9K ﹤0.01%
240
939
$9K ﹤0.01%
370
-300
940
$9K ﹤0.01%
139
+106
941
$9K ﹤0.01%
380
942
$9K ﹤0.01%
+600
943
$8K ﹤0.01%
133
944
$8K ﹤0.01%
157
945
$8K ﹤0.01%
100
+81
946
$8K ﹤0.01%
+308
947
$8K ﹤0.01%
350
+325
948
$8K ﹤0.01%
+251
949
$8K ﹤0.01%
+125
950
$8K ﹤0.01%
182
+67
36 37
38
39 40