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
1201
$1K ﹤0.01%
11
-1,489
1202
$1K ﹤0.01%
23
1203
$1K ﹤0.01%
8
1204
$1K ﹤0.01%
+29
1205
$1K ﹤0.01%
21
-3
1206
$1K ﹤0.01%
50
1207
$1K ﹤0.01%
+49
1208
$1K ﹤0.01%
94
1209
$1K ﹤0.01%
23
-31
1210
$1K ﹤0.01%
7
1211
$1K ﹤0.01%
+16
1212
$1K ﹤0.01%
12
-420
1213
$1K ﹤0.01%
67
1214
$1K ﹤0.01%
9
1215
$1K ﹤0.01%
18
1216
$1K ﹤0.01%
25
-331
1217
$1K ﹤0.01%
67
1218
$1K ﹤0.01%
45
-1,175
1219
$1K ﹤0.01%
15
1220
$1K ﹤0.01%
30
1221
$1K ﹤0.01%
+25
1222
$1K ﹤0.01%
25
-428
1223
$1K ﹤0.01%
20
1224
$1K ﹤0.01%
25
1225
$1K ﹤0.01%
+101
47 48
49
50 51