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%
500
977
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978
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979
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980
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982
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983
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986
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856
987
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195
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3,160
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534
997
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$7K ﹤0.01%
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999
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147
-50
1000
$7K ﹤0.01%
251
38 39
40
41 42