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
$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 7.77%
4 Financials 5.24%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.28%
14,165
+65
77
$1.16M 0.28%
47,169
+6,529
78
$1.15M 0.28%
17,676
79
$1.1M 0.27%
6,451
+1,141
80
$1.08M 0.26%
30,353
+1,303
81
$1.08M 0.26%
14,958
+3,446
82
$1.05M 0.26%
38,445
+16
83
$1.04M 0.25%
19,480
+1,582
84
$1.04M 0.25%
10,054
+1,073
85
$1.04M 0.25%
10,986
+7,935
86
$1.03M 0.25%
34,717
-2,235
87
$1.03M 0.25%
21,335
-500
88
$1.02M 0.25%
19,296
+4,001
89
$986K 0.24%
23,578
-4,327
90
$981K 0.24%
38,320
-420
91
$962K 0.23%
8,246
-82
92
$920K 0.22%
27,803
+1,051
93
$898K 0.22%
6,214
-83
94
$884K 0.22%
69,644
+22,924
95
$878K 0.21%
15,958
+3,700
96
$877K 0.21%
75,000
+25,000
97
$862K 0.21%
1,854
+54
98
$858K 0.21%
38,590
-1,000
99
$855K 0.21%
10,558
-417
100
$853K 0.21%
17,979
-2,287
2 3
4
5 6