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
126
$510K 0.15%
+4,864
127
$502K 0.15%
+9,928
128
$494K 0.15%
+39,352
129
$490K 0.14%
+10,150
130
$487K 0.14%
+9,798
131
$486K 0.14%
+6,035
132
$478K 0.14%
+15,100
133
$478K 0.14%
+36,390
134
$477K 0.14%
+4,631
135
$461K 0.14%
+20,210
136
$457K 0.13%
+2,176
137
$447K 0.13%
+13,273
138
$440K 0.13%
+4,488
139
$437K 0.13%
+3,121
140
$434K 0.13%
+3,930
141
$426K 0.13%
+2,145
142
$423K 0.12%
+6,565
143
$423K 0.12%
+17,496
144
$418K 0.12%
+14,317
145
$413K 0.12%
+19,042
146
$411K 0.12%
+8,678
147
$408K 0.12%
+7,561
148
$407K 0.12%
+6,950
149
$407K 0.12%
+14,500
150
$398K 0.12%
+7,031
4 5
6
7 8