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
951
$8K ﹤0.01%
+1,332
952
$8K ﹤0.01%
404
953
$8K ﹤0.01%
1,000
954
$8K ﹤0.01%
401
+337
955
$8K ﹤0.01%
200
-734
956
$8K ﹤0.01%
170
957
$8K ﹤0.01%
350
958
$8K ﹤0.01%
207
959
$8K ﹤0.01%
66
960
$8K ﹤0.01%
79
961
$8K ﹤0.01%
168
962
$8K ﹤0.01%
500
963
$8K ﹤0.01%
251
964
$8K ﹤0.01%
315
965
$8K ﹤0.01%
73
-1
966
$8K ﹤0.01%
+125
967
$8K ﹤0.01%
140
-302
968
$8K ﹤0.01%
489
969
$8K ﹤0.01%
365
970
$8K ﹤0.01%
+417
971
$8K ﹤0.01%
370
972
$8K ﹤0.01%
390
+10
973
$8K ﹤0.01%
300
974
$8K ﹤0.01%
59
975
$8K ﹤0.01%
400
37 38
39
40 41