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
976
$7K ﹤0.01%
375
+262
977
$7K ﹤0.01%
308
978
$7K ﹤0.01%
200
979
$7K ﹤0.01%
534
980
$7K ﹤0.01%
+740
981
$7K ﹤0.01%
140
982
$7K ﹤0.01%
+2,000
983
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123
984
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150
985
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139
986
$7K ﹤0.01%
173
+150
987
$7K ﹤0.01%
195
-3,815
988
$7K ﹤0.01%
122
+112
989
$7K ﹤0.01%
3,160
-3,224
990
$7K ﹤0.01%
+239
991
$7K ﹤0.01%
147
-50
992
$7K ﹤0.01%
251
993
$7K ﹤0.01%
350
994
$7K ﹤0.01%
105
+47
995
$7K ﹤0.01%
164
996
$7K ﹤0.01%
160
997
$7K ﹤0.01%
1,040
998
$7K ﹤0.01%
175
-100
999
$7K ﹤0.01%
+249
1000
$7K ﹤0.01%
214
-188
38 39
40
41 42