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
401
$52K 0.02%
+800
402
$52K 0.02%
+1,400
403
$52K 0.02%
+474
404
$51K 0.02%
+305
405
$51K 0.02%
+1,334
406
$51K 0.02%
+2,750
407
$51K 0.02%
+2,647
408
$50K 0.01%
+2,830
409
$49K 0.01%
+911
410
$48K 0.01%
+720
411
$48K 0.01%
+4,400
412
$48K 0.01%
+940
413
$48K 0.01%
+425
414
$48K 0.01%
+2,125
415
$47K 0.01%
+1,161
416
$47K 0.01%
+629
417
$47K 0.01%
+7,040
418
$47K 0.01%
+278
419
$47K 0.01%
+1,053
420
$46K 0.01%
+925
421
$46K 0.01%
+692
422
$45K 0.01%
+916
423
$45K 0.01%
+1,670
424
$44K 0.01%
+1,110
425
$44K 0.01%
+2,107
15 16
17
18 19