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%
+72
1152
$0 ﹤0.01%
+24
1153
$0 ﹤0.01%
+2
1154
$0 ﹤0.01%
+3
1155
0
1156
0
1157
$0 ﹤0.01%
+17
1158
0
1159
$0 ﹤0.01%
+55
1160
$0 ﹤0.01%
+4
1161
$0 ﹤0.01%
+7
1162
0
1163
$0 ﹤0.01%
+8
1164
$0 ﹤0.01%
+1
1165
$0 ﹤0.01%
+2
1166
$0 ﹤0.01%
+2
1167
$0 ﹤0.01%
+17
1168
$0 ﹤0.01%
+2
1169
$0 ﹤0.01%
+10
1170
$0 ﹤0.01%
+1
1171
$0 ﹤0.01%
+8
1172
$0 ﹤0.01%
+5
1173
$0 ﹤0.01%
+6