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
1
$13.6M 4%
+437,416
2
$12.5M 3.69%
+156,001
3
$12M 3.52%
+164,835
4
$10.6M 3.12%
+87,171
5
$8.12M 2.39%
+337,869
6
$6.87M 2.02%
+115,860
7
$6.73M 1.98%
+102,893
8
$6.46M 1.9%
+158,257
9
$5.79M 1.7%
+69,413
10
$5.29M 1.56%
+65,736
11
$4.53M 1.33%
+144,703
12
$4.49M 1.32%
+163,207
13
$4.48M 1.32%
+21,714
14
$4.13M 1.21%
+59,578
15
$3.96M 1.17%
+149,923
16
$3.85M 1.13%
+39,649
17
$3.85M 1.13%
+141,655
18
$3.83M 1.13%
+33,683
19
$3.61M 1.06%
+52,032
20
$3.49M 1.03%
+37,993
21
$3.44M 1.01%
+63,135
22
$3.4M 1%
+46,057
23
$3.36M 0.99%
+105,054
24
$3.27M 0.96%
+60,138
25
$3.23M 0.95%
+28,464
1
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