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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
+$6M
2
+$3.82M
3
+$2.97M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.75M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.55M

Top Sells

1
+$2.12M
2
+$1.4M
3
+$1.11M
4
LLY icon
Eli Lilly
LLY
+$848K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$815K

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
1076
$4K ﹤0.01%
129
1077
$4K ﹤0.01%
3
1078
$4K ﹤0.01%
56
-22
1079
$4K ﹤0.01%
82
1080
$3K ﹤0.01%
555
1081
$3K ﹤0.01%
62
1082
$3K ﹤0.01%
661
1083
$3K ﹤0.01%
35
-11
1084
$3K ﹤0.01%
34
1085
$3K ﹤0.01%
18
-287
1086
$3K ﹤0.01%
+200
1087
$3K ﹤0.01%
78
-32
1088
$3K ﹤0.01%
200
1089
$3K ﹤0.01%
43
-16
1090
$3K ﹤0.01%
200
-2,630
1091
$3K ﹤0.01%
68
1092
$3K ﹤0.01%
38
1093
$3K ﹤0.01%
21
1094
$3K ﹤0.01%
+143
1095
$3K ﹤0.01%
169
1096
$3K ﹤0.01%
126
1097
$3K ﹤0.01%
128
-62
1098
$3K ﹤0.01%
35
1099
$3K ﹤0.01%
500
1100
$3K ﹤0.01%
75
42 43
44
45 46