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
1076
$1K ﹤0.01%
+9
1077
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+30
1078
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+8
1079
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+33
1080
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+117
1081
$1K ﹤0.01%
+23
1082
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+8
1083
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+16
1084
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+40
1085
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+70
1086
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+40
1087
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+32
1088
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+20
1089
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1090
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+16
1091
$1K ﹤0.01%
+54
1092
$1K ﹤0.01%
+23
1093
$1K ﹤0.01%
+44
1094
$1K ﹤0.01%
+64
1095
$1K ﹤0.01%
+21
1096
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+50
1097
$1K ﹤0.01%
+38
1098
$1K ﹤0.01%
+25
1099
$1K ﹤0.01%
+49
1100
$1K ﹤0.01%
+14
42 43
44
45 46