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
251
$160K 0.05%
+3,633
252
$158K 0.05%
+5,763
253
$157K 0.05%
+1,169
254
$156K 0.05%
+2,800
255
$155K 0.05%
+2,709
256
$155K 0.05%
+1,765
257
$154K 0.05%
+3,798
258
$150K 0.04%
+2,018
259
$147K 0.04%
+10,000
260
$146K 0.04%
+5,000
261
$145K 0.04%
+2,324
262
$145K 0.04%
+2,233
263
$145K 0.04%
+2,090
264
$144K 0.04%
+187
265
$137K 0.04%
+3,995
266
$137K 0.04%
+1,075
267
$137K 0.04%
+2,440
268
$135K 0.04%
+2,735
269
$133K 0.04%
+3,235
270
$132K 0.04%
+1,224
271
$132K 0.04%
+2,000
272
$131K 0.04%
+4,386
273
$128K 0.04%
+110
274
$127K 0.04%
+3,901
275
$127K 0.04%
+1,099
9 10
11
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