GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
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
1151
$1K ﹤0.01%
+7
1152
$0 ﹤0.01%
+3
1153
0
1154
0
1155
$0 ﹤0.01%
+17
1156
0
1157
$0 ﹤0.01%
+55
1158
$0 ﹤0.01%
+4
1159
$0 ﹤0.01%
+7
1160
0
1161
$0 ﹤0.01%
+8
1162
$0 ﹤0.01%
+1
1163
$0 ﹤0.01%
+2
1164
$0 ﹤0.01%
+2
1165
$0 ﹤0.01%
+17
1166
$0 ﹤0.01%
+2
1167
$0 ﹤0.01%
+10
1168
$0 ﹤0.01%
+8
1169
$0 ﹤0.01%
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1170
$0 ﹤0.01%
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1171
$0 ﹤0.01%
+24
1172
$0 ﹤0.01%
+2
1173
$0 ﹤0.01%
+1