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
1151
$2K ﹤0.01%
27
1152
$2K ﹤0.01%
34
1153
$2K ﹤0.01%
+49
1154
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81
1155
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10
1156
$2K ﹤0.01%
181
-8,037
1157
$2K ﹤0.01%
65
-3,930
1158
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51
1159
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49
1160
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117
1161
$2K ﹤0.01%
+38
1162
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10
1163
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+100
1164
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75
-583
1165
$2K ﹤0.01%
83
1166
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62
1167
$2K ﹤0.01%
392
1168
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48
1169
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20
1170
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82
1171
$2K ﹤0.01%
35
-20
1172
$2K ﹤0.01%
36
1173
$2K ﹤0.01%
23
+17
1174
$2K ﹤0.01%
+178
1175
$2K ﹤0.01%
76
45 46
47
48 49