GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
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
101
$718K 0.21%
+5,861
102
$668K 0.2%
+6,163
103
$665K 0.2%
+6,035
104
$663K 0.2%
+13,588
105
$661K 0.19%
+9,925
106
$656K 0.19%
+2,367
107
$653K 0.19%
+12,898
108
$646K 0.19%
+7,793
109
$636K 0.19%
+34,180
110
$623K 0.18%
+43,981
111
$621K 0.18%
+9,143
112
$620K 0.18%
+15,000
113
$614K 0.18%
+8,000
114
$610K 0.18%
+2,696
115
$601K 0.18%
+1,424
116
$586K 0.17%
+21,297
117
$585K 0.17%
+7,001
118
$581K 0.17%
+9,850
119
$573K 0.17%
+10,440
120
$564K 0.17%
+37,825
121
$553K 0.16%
+5,240
122
$544K 0.16%
+9,142
123
$531K 0.16%
+10,236
124
$530K 0.16%
+9,502
125
$511K 0.15%
+11,698
3 4
5
6 7