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
1126
$2K ﹤0.01%
68
1127
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51
-68
1128
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45
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1141
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1145
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10
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181
-8,037
1147
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65
-3,930
1148
$2K ﹤0.01%
+14
1149
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250
1150
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33
44 45
46
47 48