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
+$7.09M
2
+$6.86M
3
+$5.64M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.43M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.1M

Top Sells

1
+$1.65M
2
+$1.19M
3
+$973K
4
KMI icon
Kinder Morgan
KMI
+$853K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$841K

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
951
$8K ﹤0.01%
143
952
$8K ﹤0.01%
600
953
$8K ﹤0.01%
500
954
$8K ﹤0.01%
500
955
$8K ﹤0.01%
74
-74
956
$8K ﹤0.01%
117
+39
957
$8K ﹤0.01%
300
958
$8K ﹤0.01%
150
959
$8K ﹤0.01%
130
+108
960
$8K ﹤0.01%
1,275
+275
961
$8K ﹤0.01%
700
962
$7K ﹤0.01%
+350
963
$7K ﹤0.01%
164
964
$7K ﹤0.01%
60
965
$7K ﹤0.01%
534
966
$7K ﹤0.01%
493
+79
967
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+179
968
$7K ﹤0.01%
100
969
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250
+100
970
$7K ﹤0.01%
128
+40
971
$7K ﹤0.01%
282
972
$7K ﹤0.01%
170
973
$7K ﹤0.01%
251
+173
974
$7K ﹤0.01%
458
-607
975
$7K ﹤0.01%
50
37 38
39
40 41