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
1026
$2K ﹤0.01%
+15
1027
$2K ﹤0.01%
+10
1028
$2K ﹤0.01%
+25
1029
$2K ﹤0.01%
+51
1030
$2K ﹤0.01%
+78
1031
$2K ﹤0.01%
+58
1032
$2K ﹤0.01%
+52
1033
$2K ﹤0.01%
+307
1034
$2K ﹤0.01%
+33
1035
$2K ﹤0.01%
+38
1036
$2K ﹤0.01%
+65
1037
$2K ﹤0.01%
+21
1038
$2K ﹤0.01%
+51
1039
$2K ﹤0.01%
+16
1040
$2K ﹤0.01%
+49
1041
$2K ﹤0.01%
+32
1042
$2K ﹤0.01%
+2
1043
$2K ﹤0.01%
+12
1044
$2K ﹤0.01%
+36
1045
$2K ﹤0.01%
+170
1046
$2K ﹤0.01%
+125
1047
$2K ﹤0.01%
+333
1048
$2K ﹤0.01%
+320
1049
$2K ﹤0.01%
+39
1050
$2K ﹤0.01%
+62
40 41
42
43 44