GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
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
26
$3.23M 0.95%
+79,773
27
$2.96M 0.87%
+29,452
28
$2.88M 0.85%
+50,944
29
$2.81M 0.83%
+254,400
30
$2.71M 0.8%
+104,320
31
$2.71M 0.8%
+28,000
32
$2.69M 0.79%
+117,634
33
$2.66M 0.78%
+30,061
34
$2.65M 0.78%
+27,650
35
$2.61M 0.77%
+35,831
36
$2.55M 0.75%
+31,506
37
$2.44M 0.72%
+39,163
38
$2.4M 0.71%
+207,450
39
$2.4M 0.7%
+30,756
40
$2.38M 0.7%
+58,642
41
$2.34M 0.69%
+29,887
42
$2.29M 0.67%
+24,030
43
$2.28M 0.67%
+45,510
44
$2.24M 0.66%
+103,460
45
$2.15M 0.63%
+50,290
46
$2.1M 0.62%
+53,479
47
$2.08M 0.61%
+10,002
48
$2.07M 0.61%
+115,687
49
$2.07M 0.61%
+42,500
50
$1.92M 0.57%
+12,797
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