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
851
$6K ﹤0.01%
+90
852
$6K ﹤0.01%
+3,000
853
$6K ﹤0.01%
+153
854
$6K ﹤0.01%
+102
855
$6K ﹤0.01%
+110
856
$6K ﹤0.01%
+100
857
$6K ﹤0.01%
+414
858
$6K ﹤0.01%
+100
859
$6K ﹤0.01%
+75
860
$6K ﹤0.01%
+100
861
$6K ﹤0.01%
+95
862
$6K ﹤0.01%
+83
863
$6K ﹤0.01%
+250
864
$6K ﹤0.01%
+125
865
$6K ﹤0.01%
+340
866
$6K ﹤0.01%
+201
867
$6K ﹤0.01%
+100
868
$6K ﹤0.01%
+225
869
$6K ﹤0.01%
+236
870
$6K ﹤0.01%
+28
871
$6K ﹤0.01%
+180
872
$6K ﹤0.01%
+1,500
873
$6K ﹤0.01%
+125
874
$6K ﹤0.01%
+51
875
$6K ﹤0.01%
+274
33 34
35
36 37