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
926
$4K ﹤0.01%
+25
927
$4K ﹤0.01%
+286
928
$4K ﹤0.01%
+35
929
$4K ﹤0.01%
+78
930
$4K ﹤0.01%
+45
931
$4K ﹤0.01%
+68
932
$4K ﹤0.01%
+129
933
$4K ﹤0.01%
+120
934
$4K ﹤0.01%
+300
935
$4K ﹤0.01%
+95
936
$4K ﹤0.01%
+229
937
$3K ﹤0.01%
+10
938
$3K ﹤0.01%
+56
939
$3K ﹤0.01%
+555
940
$3K ﹤0.01%
+236
941
$3K ﹤0.01%
+79
942
$3K ﹤0.01%
+661
943
$3K ﹤0.01%
+46
944
$3K ﹤0.01%
+34
945
$3K ﹤0.01%
+383
946
$3K ﹤0.01%
+4
947
$3K ﹤0.01%
+19
948
$3K ﹤0.01%
+1,000
949
$3K ﹤0.01%
+26
950
$3K ﹤0.01%
+24
36 37
38
39 40