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
+$7.09M
2
+$6.86M
3
+$5.64M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.43M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.1M

Top Sells

1
+$1.65M
2
+$1.19M
3
+$973K
4
KMI icon
Kinder Morgan
KMI
+$853K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$841K

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
1076
$3K ﹤0.01%
34
1077
$3K ﹤0.01%
+2
1078
$3K ﹤0.01%
14
-37
1079
$3K ﹤0.01%
+408
1080
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200
1081
$3K ﹤0.01%
44
-100
1082
$3K ﹤0.01%
+112
1083
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+250
1084
$3K ﹤0.01%
100
1085
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120
1086
$3K ﹤0.01%
42
+11
1087
$3K ﹤0.01%
+76
1088
$3K ﹤0.01%
45
-34
1089
$3K ﹤0.01%
33
1090
$3K ﹤0.01%
34
1091
$3K ﹤0.01%
+53
1092
$3K ﹤0.01%
31
-250
1093
$3K ﹤0.01%
+35
1094
$3K ﹤0.01%
58
+54
1095
$3K ﹤0.01%
500
1096
$3K ﹤0.01%
180
1097
$3K ﹤0.01%
110
+72
1098
$3K ﹤0.01%
94
-200
1099
$3K ﹤0.01%
+1
1100
$3K ﹤0.01%
250
42 43
44
45 46