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
776
$9K ﹤0.01%
+148
777
$9K ﹤0.01%
+360
778
$9K ﹤0.01%
+144
779
$9K ﹤0.01%
+308
780
$9K ﹤0.01%
+140
781
$9K ﹤0.01%
+600
782
$9K ﹤0.01%
+404
783
$9K ﹤0.01%
+1,000
784
$9K ﹤0.01%
+207
785
$9K ﹤0.01%
+1,631
786
$9K ﹤0.01%
+168
787
$9K ﹤0.01%
+143
788
$9K ﹤0.01%
+380
789
$9K ﹤0.01%
+55
790
$9K ﹤0.01%
+250
791
$9K ﹤0.01%
+221
792
$9K ﹤0.01%
+125
793
$9K ﹤0.01%
+50
794
$9K ﹤0.01%
+466
795
$9K ﹤0.01%
+75
796
$9K ﹤0.01%
+82
797
$9K ﹤0.01%
+300
798
$8K ﹤0.01%
+133
799
$8K ﹤0.01%
+228
800
$8K ﹤0.01%
+200
30 31
32
33 34