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
326
$83K 0.02%
+2,010
327
$83K 0.02%
+3,650
328
$83K 0.02%
+2,928
329
$83K 0.02%
+1,394
330
$83K 0.02%
+3,000
331
$82K 0.02%
+985
332
$79K 0.02%
+3,171
333
$78K 0.02%
+699
334
$78K 0.02%
+5,530
335
$78K 0.02%
+1,500
336
$78K 0.02%
+1,764
337
$77K 0.02%
+5,000
338
$75K 0.02%
+5,000
339
$75K 0.02%
+786
340
$75K 0.02%
+683
341
$75K 0.02%
+634
342
$73K 0.02%
+2,486
343
$73K 0.02%
+2,366
344
$73K 0.02%
+1,750
345
$73K 0.02%
+488
346
$71K 0.02%
+1,477
347
$71K 0.02%
+4,200
348
$71K 0.02%
+409
349
$71K 0.02%
+1,314
350
$70K 0.02%
+5,350
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