GWM
Gupta Wealth Management Portfolio holdings
AUM
$427M
1-Year Return
0.52%
This Quarter Return
-1.08%
1 Year Return
-0.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
+$67.2M
(+20%)
Cap. Flow
+$72M
Cap. Flow
% of AUM
17.68%
Top 10 Holdings %
Top 10 Hldgs %
26.04%
Holding
1,413
New
238
Increased
400
Reduced
184
Closed
162
Top Buys
| 1 |
Boeing
BA
|
$6.75M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$6.57M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$5.51M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.39M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.04M |
Top Sells
| 1 |
Magnite
MGNI
|
$1.43M |
| 2 |
DHC
Diversified Healthcare Trust
DHC
|
$1.05M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$955K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$824K |
| 5 |
Kinder Morgan
KMI
|
$784K |
Sector Composition
| 1 | Healthcare | 9.56% |
| 2 | Industrials | 8.82% |
| 3 | Technology | 8.07% |
| 4 | Financials | 5.84% |
| 5 | Consumer Staples | 4.28% |
