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
+$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 7.76%
4 Financials 5.24%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$557K 0.14%
13,967
+2,892
127
$548K 0.13%
37,575
-250
128
$547K 0.13%
12,838
-1,293
129
$545K 0.13%
12,135
+5,220
130
$538K 0.13%
8,818
-322
131
$533K 0.13%
16,389
+9,239
132
$532K 0.13%
8,980
-277
133
$527K 0.13%
5,866
+832
134
$526K 0.13%
12,799
-2,244
135
$523K 0.13%
19,913
+408
136
$521K 0.13%
18,256
+100
137
$511K 0.12%
8,982
-1,183
138
$511K 0.12%
9,027
139
$509K 0.12%
6,330
+600
140
$492K 0.12%
29,715
-1,335
141
$488K 0.12%
14,500
142
$475K 0.12%
4,108
+100
143
$469K 0.11%
33,156
-3,000
144
$465K 0.11%
38,838
+1,545
145
$456K 0.11%
1,563
+124
146
$452K 0.11%
+6,477
147
$449K 0.11%
22,553
+719
148
$446K 0.11%
12,531
+3,129
149
$439K 0.11%
2,460
+168
150
$437K 0.11%
4,788
-3,305
4 5
6
7 8