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
1401
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1402
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1403
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1404
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1405
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1406
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1407
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1408
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1409
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1410
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1411
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1412
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-3
1413
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1414
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-630
1415
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1416
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1417
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1418
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-7
1419
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1420
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1421
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1422
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1423
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1424
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1425
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