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
751
$10K ﹤0.01%
+105
752
$10K ﹤0.01%
+159
753
$10K ﹤0.01%
+120
754
$10K ﹤0.01%
+452
755
$10K ﹤0.01%
+400
756
$10K ﹤0.01%
+810
757
$10K ﹤0.01%
+66
758
$10K ﹤0.01%
+1,040
759
$10K ﹤0.01%
+230
760
$10K ﹤0.01%
+700
761
$10K ﹤0.01%
+264
762
$10K ﹤0.01%
+251
763
$10K ﹤0.01%
+159
764
$10K ﹤0.01%
+110
765
$10K ﹤0.01%
+1,724
766
$10K ﹤0.01%
+240
767
$10K ﹤0.01%
+382
768
$10K ﹤0.01%
+158
769
$10K ﹤0.01%
+700
770
$9K ﹤0.01%
+190
771
$9K ﹤0.01%
+563
772
$9K ﹤0.01%
+625
773
$9K ﹤0.01%
+116
774
$9K ﹤0.01%
+196
775
$9K ﹤0.01%
+380
29 30
31
32 33