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
$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
State Street 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
1251
– –
-1,138
1252
– –
-500
1253
– –
-33
1254
– –
-5
1255
– –
-251
1256
– –
-105
1257
– –
-649
1258
– –
-228
1259
– –
-6
1260
– –
-229
1261
– –
-100
1262
– –
-72
1263
– –
-29
1264
– –
-4,648
1265
– –
-23,250
1266
– –
-71
1267
– –
-114
1268
– –
-5,226
1269
– –
-34
1270
– –
-20
1271
– –
-158
1272
– –
-1,500
1273
– –
-133
1274
– –
-12,222
1275
– –
-24
49 50
51
52 53