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
176
$335K 0.08%
+11,079
177
$331K 0.08%
5,500
178
$330K 0.08%
5,043
-511
179
$328K 0.08%
10,180
+30
180
$323K 0.08%
12,022
-720
181
$303K 0.07%
13,281
+825
182
$302K 0.07%
58,150
+18,150
183
$302K 0.07%
8,553
184
$301K 0.07%
2,781
+834
185
$300K 0.07%
35,720
-1,481
186
$300K 0.07%
2,947
-2,371
187
$296K 0.07%
6,577
-3,882
188
$294K 0.07%
3,727
+1,236
189
$293K 0.07%
15,057
+4,293
190
$289K 0.07%
37,434
+8,946
191
$286K 0.07%
2,700
-500
192
$283K 0.07%
8,903
+87
193
$283K 0.07%
7,086
+4,361
194
$283K 0.07%
13,206
-1,482
195
$283K 0.07%
3,315
196
$281K 0.07%
13,500
-1,600
197
$280K 0.07%
2,894
+300
198
$278K 0.07%
2,635
-3,520
199
$278K 0.07%
13,951
+3,773
200
$277K 0.07%
2,386
+124
6 7
8
9 10