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
1101
$1K ﹤0.01%
+200
1102
$1K ﹤0.01%
+19
1103
$1K ﹤0.01%
+28
1104
$1K ﹤0.01%
+16
1105
$1K ﹤0.01%
+11
1106
$1K ﹤0.01%
+7
1107
$1K ﹤0.01%
+33
1108
$1K ﹤0.01%
+62
1109
$1K ﹤0.01%
+24
1110
$1K ﹤0.01%
+38
1111
$1K ﹤0.01%
+18
1112
$1K ﹤0.01%
+67
1113
$1K ﹤0.01%
+90
1114
$1K ﹤0.01%
+45
1115
$1K ﹤0.01%
+30
1116
$1K ﹤0.01%
+20
1117
$1K ﹤0.01%
+25
1118
$1K ﹤0.01%
+24
1119
$1K ﹤0.01%
+6
1120
$1K ﹤0.01%
+57
1121
$1K ﹤0.01%
+20
1122
$1K ﹤0.01%
+20
1123
$1K ﹤0.01%
+111
1124
$1K ﹤0.01%
+7
1125
$1K ﹤0.01%
+36
43 44
45
46 47