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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
876
$6K ﹤0.01%
+221
877
$6K ﹤0.01%
+189
878
$6K ﹤0.01%
+251
879
$6K ﹤0.01%
+105
880
$6K ﹤0.01%
+177
881
$6K ﹤0.01%
+209
882
$6K ﹤0.01%
+305
883
$5K ﹤0.01%
+143
884
$5K ﹤0.01%
+425
885
$5K ﹤0.01%
+534
886
$5K ﹤0.01%
+58
887
$5K ﹤0.01%
+88
888
$5K ﹤0.01%
+265
889
$5K ﹤0.01%
+34
890
$5K ﹤0.01%
+115
891
$5K ﹤0.01%
+150
892
$5K ﹤0.01%
+88
893
$5K ﹤0.01%
+186
894
$5K ﹤0.01%
+78
895
$5K ﹤0.01%
+560
896
$5K ﹤0.01%
+156
897
$5K ﹤0.01%
+49
898
$5K ﹤0.01%
+82
899
$5K ﹤0.01%
+33
900
$5K ﹤0.01%
+500
34 35
36
37 38