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
951
$3K ﹤0.01%
+37
952
$3K ﹤0.01%
+159
953
$3K ﹤0.01%
+100
954
$3K ﹤0.01%
+120
955
$3K ﹤0.01%
+16
956
$3K ﹤0.01%
+76
957
$3K ﹤0.01%
+33
958
$3K ﹤0.01%
+96
959
$3K ﹤0.01%
+38
960
$3K ﹤0.01%
+45
961
$3K ﹤0.01%
+34
962
$3K ﹤0.01%
+180
963
$3K ﹤0.01%
+45
964
$3K ﹤0.01%
+45
965
$3K ﹤0.01%
+56
966
$3K ﹤0.01%
+64
967
$3K ﹤0.01%
+174
968
$3K ﹤0.01%
+250
969
$3K ﹤0.01%
+41
970
$3K ﹤0.01%
+39
971
$3K ﹤0.01%
+35
972
$3K ﹤0.01%
+1,051
973
$3K ﹤0.01%
+110
974
$3K ﹤0.01%
+112
975
$3K ﹤0.01%
+83
37 38
39
40 41