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
176
$385K 0.09%
9,402
177
$379K 0.09%
4,118
+544
178
$378K 0.09%
2,986
-135
179
$374K 0.09%
14,500
180
$362K 0.09%
14,688
-2,808
181
$361K 0.09%
+7,150
182
$351K 0.09%
8,553
+1,737
183
$347K 0.09%
3,209
184
$346K 0.09%
+4,409
185
$345K 0.08%
12,742
186
$343K 0.08%
5,998
+813
187
$340K 0.08%
7,000
+2,950
188
$338K 0.08%
3,200
-178
189
$332K 0.08%
4,925
+1,319
190
$330K 0.08%
4,742
191
$322K 0.08%
29,364
+400
192
$314K 0.08%
10,851
-3,466
193
$311K 0.08%
17,507
-715
194
$309K 0.08%
7,897
+211
195
$307K 0.08%
6,889
+289
196
$307K 0.08%
2,875
+180
197
$302K 0.07%
4,054
198
$301K 0.07%
7,799
+584
199
$300K 0.07%
4,718
+203
200
$300K 0.07%
2,442
+198
6 7
8
9 10