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
1351
– –
-1,000
1352
– –
-100
1353
– –
-900
1354
– –
-437
1355
– –
-112
1356
– –
-600
1357
– –
-413
1358
– –
-250
1359
– –
-752
1360
– –
-88
1361
– –
-76
1362
– –
-1,000
1363
– –
-33
1364
– –
-1,500
1365
– –
-34
1366
– –
-200
1367
– –
-200
1368
– –
-82
1369
– –
-1,652
1370
– –
-500
1371
– –
-53
1372
– –
-1,926
1373
– –
-50
1374
– –
-65
1375
– –
-23
53 54
55
56 57