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
+$6.11M
2
+$3.88M
3
+$2.83M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.58M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.56M

Top Sells

1
+$2.12M
2
+$1.42M
3
+$1.08M
4
LLY icon
Eli Lilly
LLY
+$841K
5
WP
Worldpay, Inc.
WP
+$752K

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%
273
+148
1127
$2K ﹤0.01%
+2,638
1128
$2K ﹤0.01%
84
1129
$2K ﹤0.01%
11
1130
$2K ﹤0.01%
36
+25
1131
$2K ﹤0.01%
45
1132
$2K ﹤0.01%
177
-585
1133
$2K ﹤0.01%
43
-90
1134
$2K ﹤0.01%
+500
1135
$2K ﹤0.01%
3
-1
1136
$2K ﹤0.01%
68
1137
$2K ﹤0.01%
51
-68
1138
$2K ﹤0.01%
408
1139
$2K ﹤0.01%
19
1140
$2K ﹤0.01%
87
1141
$2K ﹤0.01%
240
-31
1142
$2K ﹤0.01%
24
1143
$2K ﹤0.01%
+34
1144
$2K ﹤0.01%
31
-14
1145
$2K ﹤0.01%
200
1146
$2K ﹤0.01%
+121
1147
$2K ﹤0.01%
45
-80
1148
$2K ﹤0.01%
+195
1149
$2K ﹤0.01%
31
1150
$2K ﹤0.01%
35
44 45
46
47 48