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
976
$3K ﹤0.01%
+1
977
$3K ﹤0.01%
+100
978
$3K ﹤0.01%
+60
979
$3K ﹤0.01%
+4,839
980
$3K ﹤0.01%
+143
981
$3K ﹤0.01%
+24
982
$3K ﹤0.01%
+169
983
$3K ﹤0.01%
+62
984
$3K ﹤0.01%
+41
985
$3K ﹤0.01%
+627
986
$3K ﹤0.01%
+75
987
$2K ﹤0.01%
+23
988
$2K ﹤0.01%
+142
989
$2K ﹤0.01%
+117
990
$2K ﹤0.01%
+177
991
$2K ﹤0.01%
+100
992
$2K ﹤0.01%
+21
993
$2K ﹤0.01%
+12
994
$2K ﹤0.01%
+68
995
$2K ﹤0.01%
+51
996
$2K ﹤0.01%
+31
997
$2K ﹤0.01%
+87
998
$2K ﹤0.01%
+70
999
$2K ﹤0.01%
+34
1000
$2K ﹤0.01%
+113
38 39
40
41 42