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
1051
$2K ﹤0.01%
+34
1052
$2K ﹤0.01%
+392
1053
$2K ﹤0.01%
+72
1054
$2K ﹤0.01%
+300
1055
$2K ﹤0.01%
+20
1056
$2K ﹤0.01%
+300
1057
$2K ﹤0.01%
+59
1058
$2K ﹤0.01%
+38
1059
$2K ﹤0.01%
+35
1060
$2K ﹤0.01%
+88
1061
$2K ﹤0.01%
+75
1062
$2K ﹤0.01%
+33
1063
$2K ﹤0.01%
+19
1064
$2K ﹤0.01%
+430
1065
$2K ﹤0.01%
+76
1066
$2K ﹤0.01%
+20
1067
$2K ﹤0.01%
+100
1068
$2K ﹤0.01%
+72
1069
$2K ﹤0.01%
+114
1070
$2K ﹤0.01%
+126
1071
$2K ﹤0.01%
+59
1072
$2K ﹤0.01%
+11
1073
$2K ﹤0.01%
+32
1074
$2K ﹤0.01%
+71
1075
$1K ﹤0.01%
+9
41 42
43
44 45