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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
+$13.2M
2
+$12.5M
3
+$11.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.6M
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$7.95M

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%
+625
777
$9K ﹤0.01%
+116
778
$9K ﹤0.01%
+196
779
$9K ﹤0.01%
+207
780
$9K ﹤0.01%
+1,631
781
$9K ﹤0.01%
+250
782
$9K ﹤0.01%
+221
783
$9K ﹤0.01%
+125
784
$9K ﹤0.01%
+50
785
$9K ﹤0.01%
+466
786
$9K ﹤0.01%
+75
787
$9K ﹤0.01%
+82
788
$9K ﹤0.01%
+380
789
$9K ﹤0.01%
+300
790
$9K ﹤0.01%
+144
791
$9K ﹤0.01%
+308
792
$9K ﹤0.01%
+140
793
$9K ﹤0.01%
+600
794
$9K ﹤0.01%
+404
795
$9K ﹤0.01%
+168
796
$9K ﹤0.01%
+143
797
$9K ﹤0.01%
+380
798
$8K ﹤0.01%
+133
799
$8K ﹤0.01%
+83
800
$8K ﹤0.01%
+159
30 31
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