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
201
$276K 0.07%
4,054
202
$275K 0.07%
2,789
+87
203
$275K 0.07%
3,949
-122
204
$274K 0.07%
2,496
+1,336
205
$273K 0.07%
29,364
206
$273K 0.07%
1,574
+1,143
207
$269K 0.07%
5,873
-1,688
208
$267K 0.07%
5,485
-513
209
$267K 0.07%
1,517
+1,271
210
$265K 0.06%
1,913
+146
211
$263K 0.06%
3,977
+830
212
$260K 0.06%
4,777
+952
213
$259K 0.06%
20,413
-1,620
214
$259K 0.06%
8,520
-1,068
215
$259K 0.06%
6,889
216
$257K 0.06%
+13,100
217
$255K 0.06%
3,000
218
$251K 0.06%
3,375
+953
219
$249K 0.06%
5,277
+1,611
220
$246K 0.06%
17,902
+395
221
$243K 0.06%
3,352
-1,823
222
$242K 0.06%
1,491
223
$236K 0.06%
2,215
-66
224
$236K 0.06%
2,531
-1,602
225
$230K 0.06%
3,740
-1,738
7 8
9
10 11