GWM
Gupta Wealth Management Portfolio holdings
AUM
$427M
1-Year Return
0.52%
This Quarter Return
-5.38%
1 Year Return
-0.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$410M
AUM Growth
+$3.1M
(+0.76%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
6.79%
Top 10 Holdings %
Top 10 Hldgs %
28.44%
Holding
1,427
New
180
Increased
280
Reduced
317
Closed
174
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$6.11M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.88M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.83M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$2.58M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$2.56M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
+$2.12M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$1.42M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$1.08M |
| 4 |
Eli Lilly
LLY
|
+$841K |
| 5 |
WP
Worldpay, Inc.
WP
|
+$752K |
Sector Composition
| 1 | Healthcare | 8.5% |
| 2 | Industrials | 8.25% |
| 3 | Technology | 7.77% |
| 4 | Financials | 5.24% |
| 5 | Consumer Staples | 4.39% |
