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
501
$30K 0.01%
+332
502
$30K 0.01%
+670
503
$30K 0.01%
+855
504
$30K 0.01%
+662
505
$30K 0.01%
+558
506
$30K 0.01%
+275
507
$30K 0.01%
+600
508
$30K 0.01%
+649
509
$29K 0.01%
+2,000
510
$29K 0.01%
+648
511
$29K 0.01%
+1,800
512
$29K 0.01%
+1,306
513
$29K 0.01%
+347
514
$28K 0.01%
+3,000
515
$28K 0.01%
+202
516
$28K 0.01%
+1,441
517
$27K 0.01%
+220
518
$27K 0.01%
+2,238
519
$27K 0.01%
+450
520
$27K 0.01%
+1,298
521
$27K 0.01%
+649
522
$27K 0.01%
+1,720
523
$27K 0.01%
+2,213
524
$27K 0.01%
+1,250
525
$27K 0.01%
+570
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