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
1001
$7K ﹤0.01%
282
1002
$7K ﹤0.01%
170
1003
$7K ﹤0.01%
500
1004
$7K ﹤0.01%
250
1005
$7K ﹤0.01%
124
1006
$7K ﹤0.01%
+51
1007
$7K ﹤0.01%
499
1008
$7K ﹤0.01%
856
1009
$7K ﹤0.01%
700
1010
$7K ﹤0.01%
284
-201
1011
$6K ﹤0.01%
+215
1012
$6K ﹤0.01%
+450
1013
$6K ﹤0.01%
157
1014
$6K ﹤0.01%
90
1015
$6K ﹤0.01%
153
1016
$6K ﹤0.01%
100
1017
$6K ﹤0.01%
+1,300
1018
$6K ﹤0.01%
535
+42
1019
$6K ﹤0.01%
+200
1020
$6K ﹤0.01%
+3,752
1021
$6K ﹤0.01%
117
1022
$6K ﹤0.01%
143
1023
$6K ﹤0.01%
600
1024
$6K ﹤0.01%
250
1025
$6K ﹤0.01%
500
-200
39 40
41
42 43