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
276
$126K 0.04%
+621
277
$125K 0.04%
+6,806
278
$124K 0.04%
+2,046
279
$123K 0.04%
+5,522
280
$121K 0.04%
+1,175
281
$118K 0.03%
+1,253
282
$118K 0.03%
+1,099
283
$118K 0.03%
+900
284
$118K 0.03%
+813
285
$116K 0.03%
+2,924
286
$116K 0.03%
+12,265
287
$116K 0.03%
+5,472
288
$115K 0.03%
+553
289
$115K 0.03%
+1,324
290
$113K 0.03%
+4,402
291
$113K 0.03%
+2,513
292
$112K 0.03%
+1,113
293
$112K 0.03%
+1,165
294
$109K 0.03%
+1,100
295
$108K 0.03%
+1,353
296
$108K 0.03%
+2,479
297
$108K 0.03%
+6,950
298
$107K 0.03%
+4,010
299
$106K 0.03%
+690
300
$105K 0.03%
+1,146
10 11
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