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
526
$27K 0.01%
+423
527
$27K 0.01%
+1,000
528
$27K 0.01%
+790
529
$27K 0.01%
+2,000
530
$26K 0.01%
+688
531
$26K 0.01%
+830
532
$26K 0.01%
+519
533
$26K 0.01%
+1,164
534
$26K 0.01%
+3,000
535
$26K 0.01%
+281
536
$26K 0.01%
+1,122
537
$26K 0.01%
+487
538
$26K 0.01%
+232
539
$26K 0.01%
+131
540
$26K 0.01%
+182
541
$26K 0.01%
+255
542
$25K 0.01%
+168
543
$25K 0.01%
+810
544
$25K 0.01%
+559
545
$25K 0.01%
+1,058
546
$25K 0.01%
+5,353
547
$25K 0.01%
+1,032
548
$25K 0.01%
+731
549
$25K 0.01%
+2,150
550
$25K 0.01%
+580
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