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
1401
– –
-486
1402
– –
-1,365
1403
– –
-3,500
1404
– –
-7,040
1405
– –
-174
1406
– –
-245
1407
– –
-4,700
1408
– –
-1,224
1409
– –
-1,252
1410
– –
-4,412
1411
– –
-35,850
1412
– –
-9,000
1413
– –
-89
1414
– –
-54
1415
– –
-55
1416
– –
-424
1417
– –
-500
1418
– –
-300
1419
– –
-100
1420
– –
-2
1421
– –
-3
1422
– –
-600
1423
– –
-210
1424
– –
-1,401
1425
– –
-6
54 55 56
57
58