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
+$6M
2
+$3.82M
3
+$2.97M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.75M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.55M

Top Sells

1
+$2.12M
2
+$1.4M
3
+$1.11M
4
LLY icon
Eli Lilly
LLY
+$848K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$815K

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%
173
+150
977
$7K ﹤0.01%
195
-3,815
978
$7K ﹤0.01%
122
+112
979
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375
+262
980
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308
981
$7K ﹤0.01%
3,160
-3,224
982
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200
983
$7K ﹤0.01%
534
984
$7K ﹤0.01%
+740
985
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+239
986
$7K ﹤0.01%
147
-50
987
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251
988
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350
989
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105
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990
$7K ﹤0.01%
164
991
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992
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993
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214
-188
996
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282
997
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170
998
$7K ﹤0.01%
500
999
$7K ﹤0.01%
250
1000
$7K ﹤0.01%
124
38 39
40
41 42