GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
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
76
$1.1M 0.32%
+10,182
77
$1.09M 0.32%
+27,591
78
$1.07M 0.31%
+24,928
79
$1.06M 0.31%
+34,900
80
$1.04M 0.31%
+31,499
81
$996K 0.29%
+30,260
82
$985K 0.29%
+13,899
83
$977K 0.29%
+11,255
84
$963K 0.28%
+10,632
85
$936K 0.28%
+22,899
86
$935K 0.28%
+5,177
87
$930K 0.27%
+43,908
88
$923K 0.27%
+59,968
89
$911K 0.27%
+12,846
90
$900K 0.26%
+5,940
91
$884K 0.26%
+35,865
92
$884K 0.26%
+42,355
93
$880K 0.26%
+10,736
94
$846K 0.25%
+21,248
95
$840K 0.25%
+34,890
96
$833K 0.25%
+17,529
97
$813K 0.24%
+1,800
98
$780K 0.23%
+5,656
99
$773K 0.23%
+7,814
100
$740K 0.22%
+15,227
2 3
4
5 6