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
+$7.09M
2
+$6.86M
3
+$5.64M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.43M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.1M

Top Sells

1
+$1.65M
2
+$1.19M
3
+$973K
4
KMI icon
Kinder Morgan
KMI
+$853K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$841K

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
1126
$2K ﹤0.01%
31
1127
$2K ﹤0.01%
+42
1128
$2K ﹤0.01%
19
1129
$2K ﹤0.01%
87
1130
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+20
1131
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113
1132
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24
1133
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1134
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51
1135
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200
1136
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200
1137
$2K ﹤0.01%
+82
1138
$2K ﹤0.01%
27
1139
$2K ﹤0.01%
+50
1140
$2K ﹤0.01%
65
1141
$2K ﹤0.01%
34
1142
$2K ﹤0.01%
41
1143
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17
+8
1144
$2K ﹤0.01%
+69
1145
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81
1146
$2K ﹤0.01%
+100
1147
$2K ﹤0.01%
15
1148
$2K ﹤0.01%
+98
1149
$2K ﹤0.01%
10
1150
$2K ﹤0.01%
69
-90
44 45
46
47 48