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
201
$237K 0.07%
+4,898
202
$236K 0.07%
+23,719
203
$234K 0.07%
+3,755
204
$233K 0.07%
+1,969
205
$232K 0.07%
+1,308
206
$232K 0.07%
+2,250
207
$230K 0.07%
+4,191
208
$230K 0.07%
+2,946
209
$229K 0.07%
+5,698
210
$224K 0.07%
+2,449
211
$214K 0.06%
+3,500
212
$212K 0.06%
+10,005
213
$206K 0.06%
+3,782
214
$199K 0.06%
+15,825
215
$198K 0.06%
+4,283
216
$198K 0.06%
+1,596
217
$197K 0.06%
+3,414
218
$197K 0.06%
+7,900
219
$197K 0.06%
+4,050
220
$197K 0.06%
+3,300
221
$196K 0.06%
+1,444
222
$196K 0.06%
+657
223
$196K 0.06%
+4,648
224
$192K 0.06%
+1,840
225
$189K 0.06%
+5,042
7 8
9
10 11