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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
$410M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$3.82M
3
+$2.97M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.75M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.55M

Top Sells

1
+$2.12M
2
+$1.4M
3
+$1.11M
4
LLY icon
Eli Lilly
LLY
+$848K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$815K

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
1176
$1K ﹤0.01%
20
1177
$1K ﹤0.01%
41
1178
$1K ﹤0.01%
70
1179
$1K ﹤0.01%
40
1180
$1K ﹤0.01%
+11
1181
$1K ﹤0.01%
20
1182
$1K ﹤0.01%
50
1183
$1K ﹤0.01%
+49
1184
$1K ﹤0.01%
94
1185
$1K ﹤0.01%
+27
1186
$1K ﹤0.01%
24
-1,676
1187
$1K ﹤0.01%
+58
1188
$1K ﹤0.01%
12
-420
1189
$1K ﹤0.01%
67
1190
$1K ﹤0.01%
9
1191
$1K ﹤0.01%
18
1192
$1K ﹤0.01%
25
-331
1193
$1K ﹤0.01%
67
1194
$1K ﹤0.01%
45
-1,175
1195
$1K ﹤0.01%
15
1196
$1K ﹤0.01%
30
1197
$1K ﹤0.01%
+25
1198
$1K ﹤0.01%
25
-428
1199
$1K ﹤0.01%
20
1200
$1K ﹤0.01%
25
46 47
48
49 50