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
101
$851K 0.21%
6,297
+357
102
$847K 0.21%
42,355
103
$847K 0.21%
8,551
+737
104
$843K 0.21%
8,981
-161
105
$841K 0.21%
38,740
+4,560
106
$825K 0.2%
17,703
+2,476
107
$785K 0.19%
15,043
+5,541
108
$773K 0.19%
8,703
-1,929
109
$768K 0.19%
+36,156
110
$767K 0.19%
5,945
+289
111
$758K 0.19%
6,636
+1,772
112
$755K 0.19%
44,335
-15,633
113
$740K 0.18%
8,093
+5,644
114
$726K 0.18%
5,977
+116
115
$724K 0.18%
13,334
+2,894
116
$698K 0.17%
14,131
-3,398
117
$675K 0.17%
27,452
+11,835
118
$671K 0.16%
46,720
+19,368
119
$664K 0.16%
12,258
+2,022
120
$659K 0.16%
6,155
+120
121
$647K 0.16%
2,367
122
$638K 0.16%
5,115
+2,366
123
$619K 0.15%
9,140
+3,115
124
$616K 0.15%
9,257
+2,692
125
$603K 0.15%
10,506
+578
3 4
5
6 7