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
451
$38K 0.01%
+733
452
$38K 0.01%
+419
453
$38K 0.01%
+2,200
454
$37K 0.01%
+1,180
455
$37K 0.01%
+1,050
456
$37K 0.01%
+660
457
$36K 0.01%
+99
458
$36K 0.01%
+1,062
459
$36K 0.01%
+824
460
$36K 0.01%
+225
461
$36K 0.01%
+491
462
$36K 0.01%
+1,130
463
$35K 0.01%
+480
464
$35K 0.01%
+642
465
$35K 0.01%
+1,200
466
$35K 0.01%
+250
467
$35K 0.01%
+1,140
468
$35K 0.01%
+832
469
$34K 0.01%
+691
470
$34K 0.01%
+1,750
471
$34K 0.01%
+4,050
472
$34K 0.01%
+270
473
$34K 0.01%
+1,300
474
$34K 0.01%
+133
475
$33K 0.01%
+1,909
17 18
19
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