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
$407M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,413
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.57M
3
+$5.51M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.39M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.04M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$955K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$824K
5
KMI icon
Kinder Morgan
KMI
+$784K

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
1151
$2K ﹤0.01%
81
1152
$2K ﹤0.01%
+100
1153
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15
1154
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+98
1155
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10
1156
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69
-90
1157
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174
1158
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33
1159
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38
1160
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+89
1161
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51
1162
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+49
1163
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1164
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2
1165
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62
1166
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392
1167
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48
-47
1168
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14
-47
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270
1170
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20
1171
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+82
1172
$2K ﹤0.01%
83
1173
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87
-1
1174
$2K ﹤0.01%
126
-179
1175
$2K ﹤0.01%
36
-23
45 46
47
48 49