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
151
$437K 0.11%
15,778
+3,607
152
$435K 0.11%
11,264
+3,367
153
$430K 0.1%
15,000
154
$424K 0.1%
2,291
-270
155
$418K 0.1%
30,814
-2,961
156
$416K 0.1%
7,251
+2,533
157
$415K 0.1%
6,650
-778
158
$409K 0.1%
9,433
+8,377
159
$401K 0.1%
10,886
+380
160
$385K 0.09%
3,279
-7
161
$383K 0.09%
5,768
-876
162
$379K 0.09%
13,463
+70
163
$374K 0.09%
23,800
+22,450
164
$374K 0.09%
11,875
-191
165
$372K 0.09%
3,854
-80
166
$367K 0.09%
2,722
+2,619
167
$364K 0.09%
6,481
-1,227
168
$363K 0.09%
7,564
+293
169
$361K 0.09%
8,080
-1,286
170
$359K 0.09%
+24,495
171
$352K 0.09%
3,209
172
$343K 0.08%
4,327
-554
173
$342K 0.08%
1,375
-992
174
$340K 0.08%
2,878
-108
175
$337K 0.08%
6,999
-1,438
5 6
7
8 9