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
+$13.2M
2
+$12.5M
3
+$11.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.6M
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$7.95M

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%
+170
1027
$2K ﹤0.01%
+125
1028
$2K ﹤0.01%
+333
1029
$2K ﹤0.01%
+320
1030
$2K ﹤0.01%
+39
1031
$2K ﹤0.01%
+62
1032
$2K ﹤0.01%
+34
1033
$2K ﹤0.01%
+392
1034
$2K ﹤0.01%
+23
1035
$2K ﹤0.01%
+72
1036
$2K ﹤0.01%
+300
1037
$2K ﹤0.01%
+20
1038
$2K ﹤0.01%
+300
1039
$2K ﹤0.01%
+59
1040
$2K ﹤0.01%
+177
1041
$2K ﹤0.01%
+100
1042
$2K ﹤0.01%
+21
1043
$2K ﹤0.01%
+12
1044
$2K ﹤0.01%
+68
1045
$2K ﹤0.01%
+51
1046
$2K ﹤0.01%
+31
1047
$2K ﹤0.01%
+87
1048
$2K ﹤0.01%
+24
1049
$2K ﹤0.01%
+147
1050
$2K ﹤0.01%
+31
40 41
42
43 44