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
826
$7K ﹤0.01%
+157
827
$7K ﹤0.01%
+250
828
$7K ﹤0.01%
+162
829
$7K ﹤0.01%
+164
830
$7K ﹤0.01%
+60
831
$7K ﹤0.01%
+300
832
$7K ﹤0.01%
+282
833
$7K ﹤0.01%
+200
834
$7K ﹤0.01%
+170
835
$7K ﹤0.01%
+130
836
$7K ﹤0.01%
+89
837
$7K ﹤0.01%
+50
838
$7K ﹤0.01%
+1,622
839
$7K ﹤0.01%
+2,548
840
$7K ﹤0.01%
+156
841
$7K ﹤0.01%
+1,000
842
$7K ﹤0.01%
+84
843
$6K ﹤0.01%
+153
844
$6K ﹤0.01%
+1,500
845
$6K ﹤0.01%
+209
846
$6K ﹤0.01%
+228
847
$6K ﹤0.01%
+232
848
$6K ﹤0.01%
+271
849
$6K ﹤0.01%
+380
850
$6K ﹤0.01%
+79
32 33
34
35 36