GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.5M
3
+$12M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.6M
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$8.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.97%
2 Technology 8.65%
3 Industrials 7.84%
4 Financials 5.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$188K 0.06%
+8,800
227
$186K 0.05%
+7,267
228
$185K 0.05%
+1,735
229
$184K 0.05%
+3,777
230
$184K 0.05%
+735
231
$183K 0.05%
+4,375
232
$182K 0.05%
+2,127
233
$181K 0.05%
+3,597
234
$179K 0.05%
+3,061
235
$179K 0.05%
+2,181
236
$177K 0.05%
+1,690
237
$177K 0.05%
+4,382
238
$172K 0.05%
+3,000
239
$171K 0.05%
+3,500
240
$167K 0.05%
+10,500
241
$167K 0.05%
+3,500
242
$167K 0.05%
+30,000
243
$164K 0.05%
+10,840
244
$164K 0.05%
+3,277
245
$164K 0.05%
+3,695
246
$163K 0.05%
+5,225
247
$162K 0.05%
+2,023
248
$162K 0.05%
+3,179
249
$161K 0.05%
+1,006
250
$161K 0.05%
+19,076
8 9
10
11 12