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
551
$25K 0.01%
+295
552
$24K 0.01%
+101
553
$24K 0.01%
+450
554
$24K 0.01%
+934
555
$24K 0.01%
+1,200
556
$24K 0.01%
+206
557
$24K 0.01%
+197
558
$23K 0.01%
+364
559
$23K 0.01%
+164
560
$23K 0.01%
+1,050
561
$23K 0.01%
+644
562
$23K 0.01%
+451
563
$23K 0.01%
+100
564
$23K 0.01%
+853
565
$23K 0.01%
+1,350
566
$23K 0.01%
+1,300
567
$22K 0.01%
+147
568
$22K 0.01%
+400
569
$22K 0.01%
+407
570
$22K 0.01%
+8,016
571
$22K 0.01%
+921
572
$22K 0.01%
+400
573
$22K 0.01%
+200
574
$22K 0.01%
+279
575
$22K 0.01%
+157
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