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
1051
$5K ﹤0.01%
150
1052
$5K ﹤0.01%
191
1053
$5K ﹤0.01%
+42
1054
$5K ﹤0.01%
700
-1,283
1055
$5K ﹤0.01%
322
+72
1056
$4K ﹤0.01%
200
1057
$4K ﹤0.01%
+52
1058
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320
1059
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143
1060
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213
1061
$4K ﹤0.01%
154
1062
$4K ﹤0.01%
115
-923
1063
$4K ﹤0.01%
200
1064
$4K ﹤0.01%
+160
1065
$4K ﹤0.01%
109
-73
1066
$4K ﹤0.01%
190
1067
$4K ﹤0.01%
94
1068
$4K ﹤0.01%
35
1069
$4K ﹤0.01%
+120
1070
$4K ﹤0.01%
415
1071
$4K ﹤0.01%
225
-270
1072
$4K ﹤0.01%
+70
1073
$4K ﹤0.01%
129
1074
$4K ﹤0.01%
3
1075
$4K ﹤0.01%
56
-22
41 42
43
44 45