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
976
$7K ﹤0.01%
124
-77
977
$7K ﹤0.01%
+489
978
$7K ﹤0.01%
+123
979
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+103
980
$7K ﹤0.01%
+856
981
$7K ﹤0.01%
+150
982
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+93
983
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466
984
$7K ﹤0.01%
+140
985
$6K ﹤0.01%
+188
986
$6K ﹤0.01%
+759
987
$6K ﹤0.01%
+1,000
988
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290
+40
989
$6K ﹤0.01%
150
-12
990
$6K ﹤0.01%
75
+60
991
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+100
992
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90
993
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3,000
994
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153
995
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100
996
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+200
997
$6K ﹤0.01%
+500
998
$6K ﹤0.01%
125
-260
999
$6K ﹤0.01%
100
1000
$6K ﹤0.01%
75
38 39
40
41 42