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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
1226
$1K ﹤0.01%
16
1227
$1K ﹤0.01%
20
-400
1228
$1K ﹤0.01%
31
1229
$1K ﹤0.01%
+46
1230
$1K ﹤0.01%
40
1231
$1K ﹤0.01%
+40
1232
$1K ﹤0.01%
16
1233
$1K ﹤0.01%
11
-1,489
1234
$1K ﹤0.01%
23
1235
$1K ﹤0.01%
8
1236
$1K ﹤0.01%
+29
1237
$1K ﹤0.01%
21
-3
1238
$1K ﹤0.01%
+7
1239
$1K ﹤0.01%
20
1240
$1K ﹤0.01%
9
1241
$1K ﹤0.01%
12
1242
$1K ﹤0.01%
12
1243
$1K ﹤0.01%
19
1244
$1K ﹤0.01%
51
1245
$1K ﹤0.01%
333
1246
$1K ﹤0.01%
36
1247
$1K ﹤0.01%
14
1248
$1K ﹤0.01%
34
-582
1249
$1K ﹤0.01%
14
1250
$1K ﹤0.01%
22
-59
48 49
50
51 52