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
$340M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.97%
2 Technology 8.65%
3 Industrials 7.84%
4 Financials 5.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$1K ﹤0.01%
+14
1127
$1K ﹤0.01%
+14
1128
$1K ﹤0.01%
+93
1129
$1K ﹤0.01%
+270
1130
$1K ﹤0.01%
+40
1131
$1K ﹤0.01%
+15
1132
$1K ﹤0.01%
+83
1133
$1K ﹤0.01%
+31
1134
$1K ﹤0.01%
+50
1135
$1K ﹤0.01%
+143
1136
$1K ﹤0.01%
+59
1137
$1K ﹤0.01%
+6
1138
$1K ﹤0.01%
+301
1139
$1K ﹤0.01%
+29
1140
$1K ﹤0.01%
+200
1141
$1K ﹤0.01%
+22
1142
$1K ﹤0.01%
+34
1143
$1K ﹤0.01%
+400
1144
$1K ﹤0.01%
+19
1145
$1K ﹤0.01%
+100
1146
$1K ﹤0.01%
+9
1147
$1K ﹤0.01%
+15
1148
$1K ﹤0.01%
+70
1149
$1K ﹤0.01%
+15
1150
$1K ﹤0.01%
+11