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
1176
$2K ﹤0.01%
+150
1177
$2K ﹤0.01%
11
1178
$2K ﹤0.01%
32
1179
$1K ﹤0.01%
400
1180
$1K ﹤0.01%
19
1181
$1K ﹤0.01%
100
1182
$1K ﹤0.01%
15
1183
$1K ﹤0.01%
+166
1184
$1K ﹤0.01%
70
1185
$1K ﹤0.01%
15
1186
$1K ﹤0.01%
64
1187
$1K ﹤0.01%
24
+3
1188
$1K ﹤0.01%
50
1189
$1K ﹤0.01%
19
1190
$1K ﹤0.01%
24
1191
$1K ﹤0.01%
18
1192
$1K ﹤0.01%
+25
1193
$1K ﹤0.01%
+67
1194
$1K ﹤0.01%
9
1195
$1K ﹤0.01%
62
1196
$1K ﹤0.01%
+16
1197
$1K ﹤0.01%
23
1198
$1K ﹤0.01%
8
1199
$1K ﹤0.01%
+15
1200
$1K ﹤0.01%
16
46 47
48
49 50