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
826
$7K ﹤0.01%
+74
827
$7K ﹤0.01%
+517
828
$7K ﹤0.01%
+157
829
$7K ﹤0.01%
+250
830
$7K ﹤0.01%
+162
831
$7K ﹤0.01%
+164
832
$7K ﹤0.01%
+60
833
$7K ﹤0.01%
+300
834
$7K ﹤0.01%
+282
835
$7K ﹤0.01%
+200
836
$7K ﹤0.01%
+170
837
$7K ﹤0.01%
+130
838
$7K ﹤0.01%
+89
839
$7K ﹤0.01%
+50
840
$7K ﹤0.01%
+1,622
841
$7K ﹤0.01%
+2,548
842
$7K ﹤0.01%
+156
843
$6K ﹤0.01%
+209
844
$6K ﹤0.01%
+228
845
$6K ﹤0.01%
+232
846
$6K ﹤0.01%
+271
847
$6K ﹤0.01%
+380
848
$6K ﹤0.01%
+79
849
$6K ﹤0.01%
+144
850
$6K ﹤0.01%
+426
32 33
34
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