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
801
$8K ﹤0.01%
+200
802
$8K ﹤0.01%
+147
803
$8K ﹤0.01%
+123
804
$8K ﹤0.01%
+79
805
$8K ﹤0.01%
+288
806
$8K ﹤0.01%
+600
807
$8K ﹤0.01%
+83
808
$8K ﹤0.01%
+159
809
$8K ﹤0.01%
+500
810
$8K ﹤0.01%
+150
811
$8K ﹤0.01%
+500
812
$8K ﹤0.01%
+70
813
$8K ﹤0.01%
+160
814
$8K ﹤0.01%
+6
815
$8K ﹤0.01%
+300
816
$8K ﹤0.01%
+61
817
$8K ﹤0.01%
+150
818
$8K ﹤0.01%
+216
819
$8K ﹤0.01%
+190
820
$8K ﹤0.01%
+700
821
$7K ﹤0.01%
+168
822
$7K ﹤0.01%
+85
823
$7K ﹤0.01%
+71
824
$7K ﹤0.01%
+74
825
$7K ﹤0.01%
+517
31 32
33
34 35