We are live on
!
Find out more
GWM
Gupta Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
0.52%
This Fund
S&P 500
This Quarter
Est. Return
+1.58%
1 Year Est. Return
-0.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$339M
Cap. Flow
% of AUM
99.75%
Top 10 Holdings %
Top 10 Hldgs %
25.87%
Holding
1,171
New
1,170
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$13.2M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$12.5M |
| 3 |
Eli Lilly
LLY
|
+$11.7M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$10.6M |
| 5 |
WisdomTree US SmallCap Dividend Fund
DES
|
+$7.95M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 45.7% |
| 2 | Healthcare | 10.01% |
| 3 | Technology | 8.77% |
| 4 | Industrials | 7.85% |
| 5 | Financials | 5.87% |
Similar funds
IUAM
FVFI
SHA
HC
CK
EIM
AIA
SAS
Gupta Wealth Management's Q1 2015 Portfolio in Review
Q1 2015 is the first quarter with a 13F filing on record for Gupta Wealth Management, which disclosed 1,171 positions worth $340M. Its ten largest holdings account for 26% of the portfolio.
Its largest position is Apple: 437,416 shares worth $13.6M.
By sector, the portfolio is most concentrated in Miscellaneous at 46% of assets, followed by Healthcare and Technology.
- Gupta Wealth Management's largest Q1 2015 buy was Apple: 437,416 shares worth $13.6M.
- Gupta Wealth Management's ten largest holdings make up 26% of its $340M portfolio in Q1 2015.
- Gupta Wealth Management disclosed 1,171 positions in Q1 2015, its first 13F filing on record.
Based on Gupta Wealth Management's 13F filing for Q1 2015, filed 15 May 2015.