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
1001
$2K ﹤0.01%
+130
1002
$2K ﹤0.01%
+19
1003
$2K ﹤0.01%
+35
1004
$2K ﹤0.01%
+24
1005
$2K ﹤0.01%
+147
1006
$2K ﹤0.01%
+31
1007
$2K ﹤0.01%
+51
1008
$2K ﹤0.01%
+24
1009
$2K ﹤0.01%
+200
1010
$2K ﹤0.01%
+67
1011
$2K ﹤0.01%
+8
1012
$2K ﹤0.01%
+50
1013
$2K ﹤0.01%
+94
1014
$2K ﹤0.01%
+27
1015
$2K ﹤0.01%
+27
1016
$2K ﹤0.01%
+165
1017
$2K ﹤0.01%
+65
1018
$2K ﹤0.01%
+41
1019
$2K ﹤0.01%
+89
1020
$2K ﹤0.01%
+42
1021
$2K ﹤0.01%
+123
1022
$2K ﹤0.01%
+42
1023
$2K ﹤0.01%
+40
1024
$2K ﹤0.01%
+105
1025
$2K ﹤0.01%
+81
39 40
41
42 43