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
1201
$1K ﹤0.01%
10
-190
1202
$1K ﹤0.01%
30
-350
1203
$1K ﹤0.01%
40
1204
$1K ﹤0.01%
+41
1205
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70
1206
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40
1207
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20
1208
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16
1209
$1K ﹤0.01%
100
-326
1210
$1K ﹤0.01%
23
1211
$1K ﹤0.01%
44
1212
$1K ﹤0.01%
8
-8
1213
$1K ﹤0.01%
+23
1214
– –
0
1215
$1K ﹤0.01%
7
1216
$1K ﹤0.01%
50
+17
1217
$1K ﹤0.01%
+29
1218
$1K ﹤0.01%
67
1219
$1K ﹤0.01%
30
1220
$1K ﹤0.01%
20
1221
$1K ﹤0.01%
25
1222
$1K ﹤0.01%
24
1223
$1K ﹤0.01%
+20
1224
$1K ﹤0.01%
49
1225
$1K ﹤0.01%
+9
47 48
49
50 51