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
926
$9K ﹤0.01%
400
927
$9K ﹤0.01%
810
928
$9K ﹤0.01%
+750
929
$9K ﹤0.01%
157
+138
930
$9K ﹤0.01%
125
931
$9K ﹤0.01%
1,621
-10
932
$9K ﹤0.01%
787
+66
933
$9K ﹤0.01%
1,000
-250
934
$9K ﹤0.01%
424
-10
935
$9K ﹤0.01%
300
936
$9K ﹤0.01%
706
+248
937
$9K ﹤0.01%
295
938
$9K ﹤0.01%
648
+46
939
$9K ﹤0.01%
199
+175
940
$9K ﹤0.01%
100
941
$9K ﹤0.01%
110
942
$9K ﹤0.01%
+100
943
$9K ﹤0.01%
1,724
944
$8K ﹤0.01%
+165
945
$8K ﹤0.01%
+1,169
946
$8K ﹤0.01%
800
947
$8K ﹤0.01%
+159
948
$8K ﹤0.01%
124
949
$8K ﹤0.01%
340
950
$8K ﹤0.01%
226
36 37
38
39 40