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
426
$44K 0.01%
+453
427
$44K 0.01%
+65
428
$44K 0.01%
+1,154
429
$43K 0.01%
+880
430
$43K 0.01%
+850
431
$42K 0.01%
+717
432
$42K 0.01%
+414
433
$42K 0.01%
+1,600
434
$42K 0.01%
+1,089
435
$42K 0.01%
+415
436
$42K 0.01%
+996
437
$41K 0.01%
+2,055
438
$41K 0.01%
+408
439
$41K 0.01%
+505
440
$41K 0.01%
+1,000
441
$41K 0.01%
+2,500
442
$40K 0.01%
+1,504
443
$40K 0.01%
+2,700
444
$40K 0.01%
+737
445
$40K 0.01%
+600
446
$40K 0.01%
+4,000
447
$39K 0.01%
+411
448
$38K 0.01%
+1,543
449
$38K 0.01%
+613
450
$38K 0.01%
+600
16 17
18
19 20