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
1
$15.6M 3.83%
134,799
+47,628
2
$15.6M 3.83%
497,412
+59,996
3
$13.7M 3.38%
164,662
-173
4
$12.5M 3.07%
170,856
+14,855
5
$8.8M 2.16%
106,107
+36,694
6
$8.52M 2.09%
61,423
+48,626
7
$8.2M 2.01%
135,923
+20,063
8
$8.08M 1.98%
102,850
+37,114
9
$7.5M 1.84%
319,434
-18,435
10
$7.49M 1.84%
116,171
+13,278
11
$6.69M 1.64%
151,492
-6,765
12
$6.67M 1.64%
56,815
+55,915
13
$6.37M 1.56%
70,294
+32,301
14
$4.63M 1.14%
174,600
+11,393
15
$4.52M 1.11%
148,465
+3,762
16
$4.03M 0.99%
61,606
+2,028
17
$4.01M 0.98%
153,810
+3,887
18
$3.88M 0.95%
48,556
+17,050
19
$3.81M 0.94%
41,539
+1,890
20
$3.81M 0.94%
34,262
+579
21
$3.65M 0.9%
17,713
-4,001
22
$3.54M 0.87%
56,589
+4,557
23
$3.51M 0.86%
16,930
+6,928
24
$3.48M 0.86%
153,620
+35,986
25
$3.48M 0.85%
61,882
+1,744
1
2 3 4 5