GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
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
+$6.75M
2
+$6.57M
3
+$5.51M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.39M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.04M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$955K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$824K
5
KMI icon
Kinder Morgan
KMI
+$784K

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
1026
$5K ﹤0.01%
100
1027
$5K ﹤0.01%
81
+58
1028
$5K ﹤0.01%
387
-571
1029
$5K ﹤0.01%
156
1030
$5K ﹤0.01%
+1,183
1031
$5K ﹤0.01%
191
-191
1032
$5K ﹤0.01%
157
1033
$5K ﹤0.01%
+100
1034
$4K ﹤0.01%
408
+291
1035
$4K ﹤0.01%
119
+68
1036
$4K ﹤0.01%
+6
1037
$4K ﹤0.01%
190
-190
1038
$4K ﹤0.01%
+30
1039
$4K ﹤0.01%
35
1040
$4K ﹤0.01%
68
1041
$4K ﹤0.01%
+415
1042
$4K ﹤0.01%
188
-841
1043
$4K ﹤0.01%
+54
1044
$4K ﹤0.01%
33
-37
1045
$4K ﹤0.01%
154
-154
1046
$4K ﹤0.01%
413
1047
$4K ﹤0.01%
58
1048
$4K ﹤0.01%
100
1049
$4K ﹤0.01%
88
1050
$4K ﹤0.01%
172
40 41
42
43 44