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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
1401
– –
-600
1402
– –
-630
1403
– –
-1,000
1404
– –
-20
1405
– –
-900
1406
– –
-7
1407
– –
-320
1408
– –
-500
1409
– –
-53
1410
– –
-300
1411
– –
-900
1412
– –
-1,562
1413
– –
-50
1414
– –
-25
1415
– –
-1,000
1416
– –
-100
1417
– –
-531
1418
– –
-378
1419
– –
-69
1420
– –
-336
1421
– –
-6
1422
– –
-1,263
1423
– –
-118
1424
– –
-62
1425
– –
-134
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