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
$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 7.77%
4 Financials 5.24%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$841K 0.21%
41,855
-500
102
$823K 0.2%
8,270
-1,919
103
$818K 0.2%
15,038
-4,377
104
$807K 0.2%
11,705
+6,025
105
$784K 0.19%
6,611
+666
106
$780K 0.19%
7,949
+586
107
$776K 0.19%
47,944
+22,059
108
$774K 0.19%
7,632
+2,517
109
$760K 0.19%
30,518
+103
110
$744K 0.18%
15,026
+10,469
111
$731K 0.18%
16,791
-912
112
$687K 0.17%
8,249
-454
113
$687K 0.17%
33,978
+6,526
114
$667K 0.16%
7,170
-1,381
115
$664K 0.16%
42,609
-1,726
116
$662K 0.16%
37,467
-3,745
117
$645K 0.16%
5,977
118
$641K 0.16%
6,272
-364
119
$619K 0.15%
7,588
+3,470
120
$616K 0.15%
+46,000
121
$586K 0.14%
11,194
+8,558
122
$581K 0.14%
35,090
+6,472
123
$580K 0.14%
12,308
-1,026
124
$579K 0.14%
11,470
-149
125
$558K 0.14%
11,241
+2,328
3 4
5
6 7