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
1101
$3K ﹤0.01%
180
1102
$3K ﹤0.01%
110
+72
1103
$3K ﹤0.01%
94
-200
1104
$3K ﹤0.01%
45
1105
$3K ﹤0.01%
+1
1106
$3K ﹤0.01%
250
1107
$3K ﹤0.01%
38
-51
1108
$3K ﹤0.01%
100
1109
$3K ﹤0.01%
300
1110
$3K ﹤0.01%
+11
1111
$3K ﹤0.01%
29
+14
1112
$3K ﹤0.01%
4,839
1113
$3K ﹤0.01%
200
-600
1114
$3K ﹤0.01%
97
-80
1115
$3K ﹤0.01%
36
-127
1116
$3K ﹤0.01%
169
1117
$3K ﹤0.01%
430
1118
$3K ﹤0.01%
500
1119
$3K ﹤0.01%
+3,000
1120
$3K ﹤0.01%
+69
1121
$2K ﹤0.01%
87
1122
$2K ﹤0.01%
+20
1123
$2K ﹤0.01%
113
1124
$2K ﹤0.01%
24
1125
$2K ﹤0.01%
147
43 44
45
46 47