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
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%
+320
884
$5K ﹤0.01%
+55
885
$5K ﹤0.01%
+63
886
$5K ﹤0.01%
+277
887
$5K ﹤0.01%
+200
888
$5K ﹤0.01%
+208
889
$5K ﹤0.01%
+93
890
$5K ﹤0.01%
+40
891
$5K ﹤0.01%
+143
892
$5K ﹤0.01%
+425
893
$5K ﹤0.01%
+534
894
$5K ﹤0.01%
+58
895
$5K ﹤0.01%
+88
896
$5K ﹤0.01%
+265
897
$5K ﹤0.01%
+34
898
$5K ﹤0.01%
+115
899
$5K ﹤0.01%
+150
900
$5K ﹤0.01%
+88
34 35
36
37 38