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
201
$299K 0.07%
20,000
-95,687
202
$298K 0.07%
11,120
+10,540
203
$297K 0.07%
22,033
+1,620
204
$296K 0.07%
5,478
+4,134
205
$289K 0.07%
11,400
+38
206
$285K 0.07%
3,051
+326
207
$283K 0.07%
3,315
+1,550
208
$281K 0.07%
8,816
+722
209
$281K 0.07%
6,781
+331
210
$280K 0.07%
2,594
+9
211
$276K 0.07%
2,262
+293
212
$273K 0.07%
9,600
213
$273K 0.07%
4,071
+2,703
214
$271K 0.07%
1,767
+761
215
$271K 0.07%
5,004
-357
216
$262K 0.06%
1,491
+183
217
$261K 0.06%
+12,456
218
$258K 0.06%
7,746
+600
219
$257K 0.06%
3,825
+764
220
$257K 0.06%
2,702
-55
221
$256K 0.06%
844
+187
222
$252K 0.06%
+3,000
223
$252K 0.06%
3,761
+1,743
224
$251K 0.06%
2,281
-74
225
$245K 0.06%
3,969
-222
7 8
9
10 11