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
951
$8K ﹤0.01%
143
952
$8K ﹤0.01%
600
953
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500
954
$8K ﹤0.01%
500
955
$8K ﹤0.01%
74
-74
956
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117
+39
957
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300
958
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150
959
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130
+108
960
$8K ﹤0.01%
1,275
+275
961
$8K ﹤0.01%
700
962
$7K ﹤0.01%
+179
963
$7K ﹤0.01%
+350
964
$7K ﹤0.01%
164
965
$7K ﹤0.01%
60
966
$7K ﹤0.01%
+140
967
$7K ﹤0.01%
466
968
$7K ﹤0.01%
534
969
$7K ﹤0.01%
493
+79
970
$7K ﹤0.01%
100
971
$7K ﹤0.01%
250
+100
972
$7K ﹤0.01%
128
+40
973
$7K ﹤0.01%
282
974
$7K ﹤0.01%
170
975
$7K ﹤0.01%
251
+173
37 38
39
40 41