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
601
$20K 0.01%
+300
602
$20K 0.01%
+243
603
$20K 0.01%
+578
604
$20K 0.01%
+2,900
605
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+800
606
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+606
607
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+380
608
$20K 0.01%
+426
609
$20K 0.01%
+39,040
610
$20K 0.01%
+329
611
$20K 0.01%
+280
612
$20K 0.01%
+867
613
$19K 0.01%
+1,773
614
$19K 0.01%
+850
615
$19K 0.01%
+241
616
$19K 0.01%
+264
617
$19K 0.01%
+170
618
$19K 0.01%
+366
619
$19K 0.01%
+660
620
$19K 0.01%
+1,029
621
$19K 0.01%
+375
622
$19K 0.01%
+618
623
$19K 0.01%
+631
624
$19K 0.01%
+737
625
$18K 0.01%
+580
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