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
351
$70K 0.02%
+642
352
$70K 0.02%
+910
353
$69K 0.02%
+1,000
354
$69K 0.02%
+3,482
355
$69K 0.02%
+1,400
356
$67K 0.02%
+1,344
357
$67K 0.02%
+55
358
$67K 0.02%
+2,000
359
$67K 0.02%
+1,590
360
$67K 0.02%
+1,054
361
$67K 0.02%
+3,720
362
$66K 0.02%
+491
363
$66K 0.02%
+1,652
364
$65K 0.02%
+630
365
$65K 0.02%
+2,150
366
$64K 0.02%
+1,231
367
$63K 0.02%
+1,500
368
$63K 0.02%
+366
369
$63K 0.02%
+840
370
$62K 0.02%
+809
371
$62K 0.02%
+2,521
372
$62K 0.02%
+496
373
$62K 0.02%
+730
374
$62K 0.02%
+1,073
375
$61K 0.02%
+705
13 14
15
16 17