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
176
$294K 0.09%
+20,413
177
$293K 0.09%
+6,600
178
$290K 0.09%
+4,515
179
$288K 0.08%
+11,362
180
$286K 0.08%
+5,185
181
$283K 0.08%
+2,585
182
$282K 0.08%
+6,910
183
$280K 0.08%
+12,222
184
$277K 0.08%
+8,094
185
$273K 0.08%
+9,600
186
$269K 0.08%
+2,757
187
$267K 0.08%
+12,900
188
$264K 0.08%
+2,355
189
$263K 0.08%
+3,627
190
$262K 0.08%
+8,620
191
$261K 0.08%
+2,725
192
$258K 0.08%
+15,971
193
$258K 0.08%
+3,059
194
$257K 0.08%
+2,244
195
$257K 0.08%
+7,146
196
$257K 0.08%
+6,816
197
$255K 0.08%
+18,830
198
$245K 0.07%
+3,606
199
$243K 0.07%
+4,247
200
$240K 0.07%
+17,821
6 7
8
9 10