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
301
$103K 0.03%
+621
302
$102K 0.03%
+773
303
$102K 0.03%
+5,861
304
$100K 0.03%
+2,048
305
$99K 0.03%
+888
306
$99K 0.03%
+6,810
307
$98K 0.03%
+5,403
308
$96K 0.03%
+4,000
309
$95K 0.03%
+2,970
310
$95K 0.03%
+6,900
311
$94K 0.03%
+795
312
$93K 0.03%
+1,469
313
$93K 0.03%
+2,838
314
$93K 0.03%
+1,800
315
$92K 0.03%
+3,470
316
$91K 0.03%
+1,610
317
$90K 0.03%
+2,100
318
$90K 0.03%
+3,000
319
$89K 0.03%
+1,368
320
$87K 0.03%
+1,393
321
$87K 0.03%
+1,500
322
$86K 0.03%
+4,968
323
$86K 0.03%
+2,000
324
$84K 0.02%
+1,680
325
$84K 0.02%
+1,000
11 12
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