GWM
Gupta Wealth Management Portfolio holdings
AUM
$427M
1-Year Return
0.52%
This Quarter Return
+1.58%
1 Year Return
-0.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$340M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.87%
Holding
1,174
New
1,170
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$13.6M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$12.5M |
| 3 |
Eli Lilly
LLY
|
+$12M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$10.6M |
| 5 |
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% |
