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
1101
$3K ﹤0.01%
+172
1102
$3K ﹤0.01%
45
1103
$3K ﹤0.01%
+52
1104
$3K ﹤0.01%
+100
1105
$3K ﹤0.01%
68
1106
$3K ﹤0.01%
38
1107
$3K ﹤0.01%
21
1108
$3K ﹤0.01%
+143
1109
$3K ﹤0.01%
+104
1110
$3K ﹤0.01%
100
-230
1111
$3K ﹤0.01%
1,500
1112
$3K ﹤0.01%
1,522
1113
$3K ﹤0.01%
300
-300
1114
$3K ﹤0.01%
169
1115
$3K ﹤0.01%
126
1116
$3K ﹤0.01%
128
-62
1117
$3K ﹤0.01%
35
1118
$3K ﹤0.01%
500
1119
$3K ﹤0.01%
75
1120
$3K ﹤0.01%
+16,353
1121
$2K ﹤0.01%
45
1122
$2K ﹤0.01%
177
-585
1123
$2K ﹤0.01%
43
-90
1124
$2K ﹤0.01%
+500
1125
$2K ﹤0.01%
3
-1
43 44
45
46 47