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
901
$5K ﹤0.01%
+110
902
$5K ﹤0.01%
+200
903
$5K ﹤0.01%
+47
904
$5K ﹤0.01%
+78
905
$5K ﹤0.01%
+560
906
$5K ﹤0.01%
+156
907
$5K ﹤0.01%
+49
908
$5K ﹤0.01%
+500
909
$5K ﹤0.01%
+277
910
$5K ﹤0.01%
+200
911
$5K ﹤0.01%
+208
912
$4K ﹤0.01%
+200
913
$4K ﹤0.01%
+413
914
$4K ﹤0.01%
+25
915
$4K ﹤0.01%
+100
916
$4K ﹤0.01%
+172
917
$4K ﹤0.01%
+79
918
$4K ﹤0.01%
+162
919
$4K ﹤0.01%
+84
920
$4K ﹤0.01%
+45
921
$4K ﹤0.01%
+500
922
$4K ﹤0.01%
+25
923
$4K ﹤0.01%
+286
924
$4K ﹤0.01%
+35
925
$4K ﹤0.01%
+78
35 36
37
38 39