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
$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
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
151
$478K 0.12%
+10,459
152
$476K 0.12%
37,293
+903
153
$473K 0.12%
21,834
+1,624
154
$471K 0.12%
5,554
+4,201
155
$467K 0.11%
12,171
-20,443
156
$461K 0.11%
9,366
-432
157
$459K 0.11%
5,730
-305
158
$455K 0.11%
5,175
+5,059
159
$447K 0.11%
7,271
+4,947
160
$444K 0.11%
+6,915
161
$433K 0.11%
13,393
+120
162
$432K 0.11%
5,034
+2,853
163
$429K 0.11%
7,708
+677
164
$426K 0.1%
4,133
-498
165
$421K 0.1%
+3,935
166
$418K 0.1%
9,588
-4,000
167
$417K 0.1%
4,008
+78
168
$413K 0.1%
3,934
+1,046
169
$411K 0.1%
12,066
+191
170
$404K 0.1%
5,500
-2,500
171
$401K 0.1%
10,150
172
$400K 0.1%
7,561
173
$397K 0.1%
3,179
+1,583
174
$396K 0.1%
1,983
-193
175
$391K 0.1%
4,881
+4,252
5 6
7
8 9