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

Top Buys

1
+$7.09M
2
+$6.86M
3
+$5.64M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.43M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.1M

Top Sells

1
+$1.65M
2
+$1.19M
3
+$973K
4
KMI icon
Kinder Morgan
KMI
+$853K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$841K

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%
24
1152
$2K ﹤0.01%
147
1153
$2K ﹤0.01%
51
1154
$2K ﹤0.01%
200
1155
$2K ﹤0.01%
200
1156
$2K ﹤0.01%
+82
1157
$2K ﹤0.01%
94
1158
$2K ﹤0.01%
27
1159
$2K ﹤0.01%
+50
1160
$2K ﹤0.01%
65
1161
$2K ﹤0.01%
34
1162
$2K ﹤0.01%
41
1163
$2K ﹤0.01%
17
+8
1164
$2K ﹤0.01%
+69
1165
$2K ﹤0.01%
81
1166
$2K ﹤0.01%
+100
1167
$2K ﹤0.01%
15
1168
$2K ﹤0.01%
+98
1169
$2K ﹤0.01%
10
1170
$2K ﹤0.01%
69
-90
1171
$2K ﹤0.01%
174
1172
$2K ﹤0.01%
33
1173
$2K ﹤0.01%
38
1174
$2K ﹤0.01%
+89
1175
$2K ﹤0.01%
51
45 46
47
48 49