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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
1201
$1K ﹤0.01%
+101
1202
$1K ﹤0.01%
40
1203
$1K ﹤0.01%
+89
1204
$1K ﹤0.01%
15
-14
1205
$1K ﹤0.01%
300
1206
$1K ﹤0.01%
83
1207
$1K ﹤0.01%
75
-12
1208
$1K ﹤0.01%
+62
1209
$1K ﹤0.01%
50
1210
$1K ﹤0.01%
+400
1211
$1K ﹤0.01%
262
-39
1212
$1K ﹤0.01%
3,000
1213
$1K ﹤0.01%
19
1214
$1K ﹤0.01%
70
1215
$1K ﹤0.01%
32
1216
$1K ﹤0.01%
15
1217
$1K ﹤0.01%
+19
1218
$1K ﹤0.01%
72
1219
$1K ﹤0.01%
+67
1220
$1K ﹤0.01%
23
-31
1221
$1K ﹤0.01%
7
1222
$1K ﹤0.01%
+16
1223
$1K ﹤0.01%
16
1224
$1K ﹤0.01%
117
-291
1225
$1K ﹤0.01%
15
47 48
49
50 51