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
701
$13K ﹤0.01%
+157
702
$13K ﹤0.01%
+300
703
$13K ﹤0.01%
+400
704
$13K ﹤0.01%
+340
705
$13K ﹤0.01%
+165
706
$13K ﹤0.01%
+434
707
$13K ﹤0.01%
+460
708
$13K ﹤0.01%
+294
709
$13K ﹤0.01%
+1,120
710
$13K ﹤0.01%
+412
711
$13K ﹤0.01%
+685
712
$13K ﹤0.01%
+300
713
$13K ﹤0.01%
+332
714
$13K ﹤0.01%
+500
715
$12K ﹤0.01%
+51
716
$12K ﹤0.01%
+301
717
$12K ﹤0.01%
+325
718
$12K ﹤0.01%
+305
719
$12K ﹤0.01%
+500
720
$12K ﹤0.01%
+352
721
$12K ﹤0.01%
+336
722
$12K ﹤0.01%
+1,077
723
$12K ﹤0.01%
+525
724
$12K ﹤0.01%
+958
725
$12K ﹤0.01%
+453
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