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
1151
$1K ﹤0.01%
+72
1152
$0 ﹤0.01%
+8
1153
$0 ﹤0.01%
+1
1154
$0 ﹤0.01%
+2
1155
$0 ﹤0.01%
+2
1156
$0 ﹤0.01%
+17
1157
$0 ﹤0.01%
+3
1158
– –
0
1159
– –
0
1160
$0 ﹤0.01%
+17
1161
– –
0
1162
$0 ﹤0.01%
+55
1163
$0 ﹤0.01%
+4
1164
$0 ﹤0.01%
+7
1165
– –
0
1166
$0 ﹤0.01%
+2
1167
$0 ﹤0.01%
+10
1168
$0 ﹤0.01%
+1
1169
$0 ﹤0.01%
+8
1170
$0 ﹤0.01%
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1171
$0 ﹤0.01%
+6
1172
$0 ﹤0.01%
+24
1173
$0 ﹤0.01%
+2
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