GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
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
51
$1.9M 0.56%
+15,823
52
$1.88M 0.55%
+37,286
53
$1.86M 0.55%
+21,872
54
$1.72M 0.51%
+22,366
55
$1.65M 0.49%
+14,926
56
$1.63M 0.48%
+20,886
57
$1.53M 0.45%
+87,574
58
$1.5M 0.44%
+35,888
59
$1.49M 0.44%
+18,497
60
$1.48M 0.43%
+10,245
61
$1.46M 0.43%
+80,744
62
$1.37M 0.4%
+32,614
63
$1.36M 0.4%
+61,679
64
$1.31M 0.39%
+18,986
65
$1.31M 0.38%
+6
66
$1.26M 0.37%
+11,128
67
$1.2M 0.35%
+49,807
68
$1.2M 0.35%
+22,665
69
$1.19M 0.35%
+21,054
70
$1.19M 0.35%
+14,221
71
$1.18M 0.35%
+9,899
72
$1.17M 0.35%
+28,655
73
$1.17M 0.34%
+25,952
74
$1.16M 0.34%
+23,418
75
$1.14M 0.33%
+39,945
1 2
3
4 5