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
76
$1.19M 0.29%
27,869
+2,941
77
$1.18M 0.29%
36,952
+5,453
78
$1.17M 0.29%
49,143
-664
79
$1.16M 0.28%
30,841
+3,250
80
$1.15M 0.28%
29,050
+7,802
81
$1.15M 0.28%
14,100
-121
82
$1.14M 0.28%
21,835
-830
83
$1.13M 0.28%
5,310
+133
84
$1.09M 0.27%
26,752
+3,853
85
$1.09M 0.27%
40,640
+4,775
86
$1.06M 0.26%
38,429
-1,516
87
$1.06M 0.26%
8,328
-7,495
88
$1.05M 0.26%
17,898
+8,048
89
$1M 0.25%
20,266
-3,152
90
$985K 0.24%
10,189
+7
91
$981K 0.24%
39,590
+4,700
92
$976K 0.24%
10,975
-280
93
$950K 0.23%
19,415
+13,196
94
$918K 0.23%
1,800
95
$909K 0.22%
30,415
+155
96
$901K 0.22%
11,512
+776
97
$892K 0.22%
15,295
+8,345
98
$879K 0.22%
50,000
+45,000
99
$862K 0.21%
7,363
+2,875
100
$861K 0.21%
41,212
-2,696
2 3
4
5 6