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
576
$22K 0.01%
+263
577
$22K 0.01%
+287
578
$22K 0.01%
+658
579
$22K 0.01%
+161
580
$22K 0.01%
+1,500
581
$22K 0.01%
+638
582
$21K 0.01%
+171
583
$21K 0.01%
+370
584
$21K 0.01%
+348
585
$21K 0.01%
+881
586
$21K 0.01%
+326
587
$21K 0.01%
+1,920
588
$21K 0.01%
+360
589
$21K 0.01%
+544
590
$21K 0.01%
+475
591
$21K 0.01%
+1,500
592
$21K 0.01%
+1,510
593
$21K 0.01%
+20
594
$21K 0.01%
+10,965
595
$20K 0.01%
+1,127
596
$20K 0.01%
+600
597
$20K 0.01%
+175
598
$20K 0.01%
+400
599
$20K 0.01%
+292
600
$20K 0.01%
+113
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