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
726
$12K ﹤0.01%
+499
727
$12K ﹤0.01%
+157
728
$11K ﹤0.01%
+500
729
$11K ﹤0.01%
+500
730
$11K ﹤0.01%
+200
731
$11K ﹤0.01%
+115
732
$11K ﹤0.01%
+220
733
$11K ﹤0.01%
+340
734
$11K ﹤0.01%
+220
735
$11K ﹤0.01%
+115
736
$11K ﹤0.01%
+265
737
$11K ﹤0.01%
+100
738
$11K ﹤0.01%
+787
739
$11K ﹤0.01%
+300
740
$11K ﹤0.01%
+235
741
$11K ﹤0.01%
+300
742
$11K ﹤0.01%
+1,138
743
$11K ﹤0.01%
+163
744
$11K ﹤0.01%
+1,000
745
$11K ﹤0.01%
+250
746
$11K ﹤0.01%
+188
747
$11K ﹤0.01%
+200
748
$10K ﹤0.01%
+300
749
$10K ﹤0.01%
+500
750
$10K ﹤0.01%
+800
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