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
376
$61K 0.02%
+4,630
377
$60K 0.02%
+642
378
$60K 0.02%
+1,700
379
$59K 0.02%
+675
380
$58K 0.02%
+700
381
$57K 0.02%
+2,050
382
$57K 0.02%
+1,146
383
$57K 0.02%
+5,226
384
$57K 0.02%
+1,162
385
$56K 0.02%
+1,826
386
$56K 0.02%
+133
387
$55K 0.02%
+992
388
$55K 0.02%
+869
389
$55K 0.02%
+570
390
$55K 0.02%
+1,060
391
$54K 0.02%
+1,026
392
$54K 0.02%
+665
393
$53K 0.02%
+1,725
394
$53K 0.02%
+795
395
$53K 0.02%
+1,063
396
$53K 0.02%
+541
397
$53K 0.02%
+1,800
398
$53K 0.02%
+621
399
$52K 0.02%
+634
400
$52K 0.02%
+2,898
14 15
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