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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
$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%
48
-47
1127
$2K ﹤0.01%
14
-47
1128
$2K ﹤0.01%
270
1129
$2K ﹤0.01%
20
1130
$2K ﹤0.01%
+82
1131
$2K ﹤0.01%
83
1132
$2K ﹤0.01%
87
-1
1133
$2K ﹤0.01%
+52
1134
$2K ﹤0.01%
+6
1135
$2K ﹤0.01%
76
1136
$2K ﹤0.01%
126
-179
1137
$2K ﹤0.01%
36
-23
1138
$2K ﹤0.01%
+150
1139
$2K ﹤0.01%
11
1140
$2K ﹤0.01%
32
1141
$2K ﹤0.01%
+42
1142
$2K ﹤0.01%
19
1143
$2K ﹤0.01%
87
1144
$2K ﹤0.01%
+20
1145
$2K ﹤0.01%
113
1146
$2K ﹤0.01%
45
-34
1147
$2K ﹤0.01%
+22
1148
$2K ﹤0.01%
100
1149
$2K ﹤0.01%
68
1150
$2K ﹤0.01%
31
44 45
46
47 48