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
$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
State Street 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
1051
$4K ﹤0.01%
+54
1052
$4K ﹤0.01%
33
-37
1053
$4K ﹤0.01%
129
1054
$4K ﹤0.01%
+100
1055
$4K ﹤0.01%
3
-3
1056
$4K ﹤0.01%
+1,522
1057
$4K ﹤0.01%
82
1058
$4K ﹤0.01%
55
+20
1059
$4K ﹤0.01%
33
+27
1060
$4K ﹤0.01%
35
+15
1061
$4K ﹤0.01%
500
1062
$4K ﹤0.01%
60
+18
1063
$4K ﹤0.01%
84
1064
$4K ﹤0.01%
+250
1065
$3K ﹤0.01%
21
1066
$3K ﹤0.01%
+55
1067
$3K ﹤0.01%
10
1068
$3K ﹤0.01%
1,500
1069
$3K ﹤0.01%
83
1070
$3K ﹤0.01%
300
1071
$3K ﹤0.01%
627
1072
$3K ﹤0.01%
75
1073
$3K ﹤0.01%
4
1074
$3K ﹤0.01%
+118
1075
$3K ﹤0.01%
+64
41 42
43
44 45