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
1026
$6K ﹤0.01%
47
1027
$6K ﹤0.01%
100
1028
$6K ﹤0.01%
+383
1029
$6K ﹤0.01%
+122
1030
$6K ﹤0.01%
312
+124
1031
$6K ﹤0.01%
228
1032
$6K ﹤0.01%
+180
1033
$6K ﹤0.01%
466
1034
$6K ﹤0.01%
601
-639
1035
$5K ﹤0.01%
163
-137
1036
$5K ﹤0.01%
759
1037
$5K ﹤0.01%
55
1038
$5K ﹤0.01%
63
1039
$5K ﹤0.01%
625
1040
$5K ﹤0.01%
+556
1041
$5K ﹤0.01%
75
1042
$5K ﹤0.01%
100
1043
$5K ﹤0.01%
75
1044
$5K ﹤0.01%
+108
1045
$5K ﹤0.01%
100
1046
$5K ﹤0.01%
110
1047
$5K ﹤0.01%
100
1048
$5K ﹤0.01%
102
1049
$5K ﹤0.01%
+200
1050
$5K ﹤0.01%
106
-586
40 41
42
43 44