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
476
$33K 0.01%
+174
477
$33K 0.01%
+510
478
$33K 0.01%
+1,160
479
$33K 0.01%
+629
480
$33K 0.01%
+300
481
$33K 0.01%
+673
482
$33K 0.01%
+1,055
483
$33K 0.01%
+345
484
$33K 0.01%
+600
485
$33K 0.01%
+1,360
486
$32K 0.01%
+747
487
$32K 0.01%
+1,390
488
$32K 0.01%
+468
489
$32K 0.01%
+910
490
$32K 0.01%
+2,200
491
$31K 0.01%
+705
492
$31K 0.01%
+2,000
493
$31K 0.01%
+3,093
494
$31K 0.01%
+401
495
$31K 0.01%
+1,815
496
$31K 0.01%
+1,000
497
$31K 0.01%
+738
498
$31K 0.01%
+2,385
499
$31K 0.01%
+4,079
500
$30K 0.01%
+700
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