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
151
$394K 0.12%
+27,352
152
$380K 0.11%
+15,617
153
$379K 0.11%
+9,402
154
$365K 0.11%
+6,025
155
$357K 0.11%
+3,378
156
$355K 0.1%
+3,209
157
$350K 0.1%
+12,742
158
$342K 0.1%
+9,083
159
$342K 0.1%
+4,742
160
$340K 0.1%
+7,882
161
$338K 0.1%
+11,875
162
$337K 0.1%
+23,250
163
$332K 0.1%
+6,435
164
$332K 0.1%
+18,222
165
$330K 0.1%
+3,574
166
$326K 0.1%
+28,964
167
$326K 0.1%
+4,054
168
$319K 0.09%
+2,749
169
$311K 0.09%
+6,219
170
$308K 0.09%
+7,686
171
$299K 0.09%
+5,361
172
$298K 0.09%
+2,888
173
$298K 0.09%
+7,215
174
$295K 0.09%
+19,588
175
$295K 0.09%
+2,695
5 6
7
8 9