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
126
$598K 0.15%
37,201
-6,780
127
$593K 0.15%
18,156
+9,536
128
$588K 0.14%
11,619
-1,279
129
$581K 0.14%
1,439
+15
130
$578K 0.14%
7,428
-365
131
$576K 0.14%
2,561
-135
132
$570K 0.14%
15,000
133
$569K 0.14%
5,318
+78
134
$555K 0.14%
31,050
+15,225
135
$550K 0.14%
37,825
136
$545K 0.13%
10,165
+1,487
137
$539K 0.13%
6,644
-357
138
$536K 0.13%
19,505
-1,792
139
$535K 0.13%
12,323
+625
140
$532K 0.13%
11,075
+6,177
141
$528K 0.13%
25,885
+6,843
142
$527K 0.13%
42,927
+3,575
143
$523K 0.13%
3,286
+2,117
144
$521K 0.13%
9,027
-898
145
$512K 0.13%
8,437
-706
146
$509K 0.13%
2,292
+147
147
$507K 0.12%
33,775
+17,804
148
$492K 0.12%
8,913
+2,478
149
$490K 0.12%
5,680
+4,695
150
$484K 0.12%
15,100
4 5
6
7 8