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
1076
$3K ﹤0.01%
+64
1077
$3K ﹤0.01%
4,839
1078
$3K ﹤0.01%
200
-600
1079
$3K ﹤0.01%
97
-80
1080
$3K ﹤0.01%
36
-127
1081
$3K ﹤0.01%
169
1082
$3K ﹤0.01%
627
1083
$3K ﹤0.01%
75
1084
$3K ﹤0.01%
4
1085
$3K ﹤0.01%
+118
1086
$3K ﹤0.01%
555
1087
$3K ﹤0.01%
62
-86
1088
$3K ﹤0.01%
236
1089
$3K ﹤0.01%
661
1090
$3K ﹤0.01%
46
1091
$3K ﹤0.01%
34
1092
$3K ﹤0.01%
+35
1093
$3K ﹤0.01%
14
-37
1094
$3K ﹤0.01%
+408
1095
$3K ﹤0.01%
200
1096
$3K ﹤0.01%
44
-100
1097
$3K ﹤0.01%
+112
1098
$3K ﹤0.01%
+250
1099
$3K ﹤0.01%
100
1100
$3K ﹤0.01%
120
42 43
44
45 46