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
$427M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.8M
3
+$2.33M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.78M

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.34M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.02M

Sector Composition

1 Technology 8.64%
2 Industrials 7.88%
3 Healthcare 6.21%
4 Financials 5.4%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
276
Comcast
CMCSA
$99.7B
$155K 0.04%
5,088
-1,358
SCHH icon
277
Schwab US REIT ETF
SCHH
$8.38B
$152K 0.04%
+7,320
WAL icon
278
Western Alliance Bancorporation
WAL
$9.3B
$150K 0.04%
4,500
-1,600
HYS icon
279
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.51B
$147K 0.03%
+1,587
ILTB icon
280
iShares Core 10+ Year USD Bond ETF
ILTB
$593M
$147K 0.03%
2,351
+118
RAI
281
DELISTED
Reynolds American Inc
RAI
$147K 0.03%
2,913
+2,279
FDX icon
282
FedEx
FDX
$63.6B
$146K 0.03%
895
-397
SHM icon
283
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$146K 0.03%
3,000
VOOG icon
284
Vanguard S&P 500 Growth ETF
VOOG
$21.6B
$146K 0.03%
+1,400
VDC icon
285
Vanguard Consumer Staples ETF
VDC
$7.31B
$145K 0.03%
1,075
APO icon
286
Apollo Global Management
APO
$78.6B
$137K 0.03%
8,000
IWP icon
287
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$136K 0.03%
2,950
RTN
288
DELISTED
Raytheon Company
RTN
$134K 0.03%
1,092
-131
PHM icon
289
Pultegroup
PHM
$25.3B
$133K 0.03%
7,115
+1,594
GM icon
290
General Motors
GM
$69.4B
$131K 0.03%
4,178
-2,040
TWTR
291
DELISTED
Twitter, Inc.
TWTR
$131K 0.03%
7,898
+5,976
MPW icon
292
Medical Properties Trust
MPW
$3.39B
$130K 0.03%
10,000
XLI icon
293
State Street Industrial Select Sector SPDR ETF
XLI
$24.3B
$129K 0.03%
2,318
-870
CHD icon
294
Church & Dwight Co
CHD
$20.1B
$127K 0.03%
2,762
VOD icon
295
Vodafone
VOD
$30B
$127K 0.03%
3,957
-175
CRZO
296
DELISTED
Carrizo Oil & Gas Inc
CRZO
$127K 0.03%
4,110
BWX icon
297
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.33B
$126K 0.03%
4,520
PKW icon
298
Invesco BuyBack Achievers ETF
PKW
$1.51B
$124K 0.03%
2,735
-127
MON
299
DELISTED
Monsanto Co
MON
$124K 0.03%
1,411
-36
DBEU icon
300
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$636M
$123K 0.03%
5,000
10 11
12
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