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
626
$18K 0.01%
+225
627
$18K 0.01%
+516
628
$18K 0.01%
+700
629
$18K 0.01%
+385
630
$18K 0.01%
+476
631
$18K 0.01%
+3,000
632
$18K 0.01%
+1,000
633
$18K 0.01%
+200
634
$17K 0.01%
+670
635
$17K 0.01%
+440
636
$17K 0.01%
+200
637
$17K 0.01%
+227
638
$17K 0.01%
+369
639
$17K 0.01%
+600
640
$17K 0.01%
+559
641
$17K 0.01%
+300
642
$17K 0.01%
+200
643
$17K 0.01%
+148
644
$17K 0.01%
+374
645
$17K 0.01%
+201
646
$17K 0.01%
+600
647
$17K 0.01%
+450
648
$17K 0.01%
+228
649
$17K 0.01%
+1,936
650
$16K ﹤0.01%
+210
24 25
26
27 28