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
+$6M
2
+$3.82M
3
+$2.97M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.75M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.55M

Top Sells

1
+$2.12M
2
+$1.4M
3
+$1.11M
4
LLY icon
Eli Lilly
LLY
+$848K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$815K

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
926
$9K ﹤0.01%
157
+138
927
$9K ﹤0.01%
125
928
$9K ﹤0.01%
1,621
-10
929
$9K ﹤0.01%
787
+66
930
$9K ﹤0.01%
1,000
-250
931
$9K ﹤0.01%
424
-10
932
$9K ﹤0.01%
300
933
$9K ﹤0.01%
706
+248
934
$9K ﹤0.01%
295
935
$9K ﹤0.01%
648
+46
936
$9K ﹤0.01%
199
+175
937
$9K ﹤0.01%
100
938
$9K ﹤0.01%
110
939
$9K ﹤0.01%
+100
940
$9K ﹤0.01%
1,724
941
$9K ﹤0.01%
99
-24
942
$9K ﹤0.01%
+400
943
$9K ﹤0.01%
+200
944
$8K ﹤0.01%
207
945
$8K ﹤0.01%
66
946
$8K ﹤0.01%
79
947
$8K ﹤0.01%
168
948
$8K ﹤0.01%
+165
949
$8K ﹤0.01%
+1,169
950
$8K ﹤0.01%
800
36 37
38
39 40