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
676
$15K ﹤0.01%
+224
677
$15K ﹤0.01%
+1,250
678
$15K ﹤0.01%
+303
679
$15K ﹤0.01%
+464
680
$15K ﹤0.01%
+847
681
$15K ﹤0.01%
+501
682
$14K ﹤0.01%
+300
683
$14K ﹤0.01%
+191
684
$14K ﹤0.01%
+201
685
$14K ﹤0.01%
+1,600
686
$14K ﹤0.01%
+1,000
687
$14K ﹤0.01%
+234
688
$14K ﹤0.01%
+235
689
$14K ﹤0.01%
+175
690
$14K ﹤0.01%
+227
691
$14K ﹤0.01%
+150
692
$14K ﹤0.01%
+267
693
$14K ﹤0.01%
+934
694
$14K ﹤0.01%
+567
695
$14K ﹤0.01%
+1,360
696
$14K ﹤0.01%
+1,304
697
$14K ﹤0.01%
+350
698
$14K ﹤0.01%
+300
699
$14K ﹤0.01%
+300
700
$13K ﹤0.01%
+310
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