GWM
Gupta Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
0.52%
This Fund
S&P 500
1 Year Est. Return
-0.52%
AUM
$427M
AUM Growth
+$33.4M
(+8.5%)
Holding
1,384
Top Buys
| 1 | +$2.89M | |
| 2 | +$2.62M | |
| 3 | +$2.3M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.1M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.68M |
Top Sells
| 1 | +$1.36M | |
| 2 | +$1.34M | |
| 3 | +$1.33M | |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$1.31M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$1M |
Sector Composition
| 1 | Technology | 8.64% |
| 2 | Industrials | 7.89% |
| 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 | |
|---|---|---|---|---|---|---|
1376
Pinnacle West Capital
PNW
$12.2B
| – | – |
-45
|
|
||
1377
Public Storage
PSA
$53.7B
| – | – |
-10
|
|
||
1378
PTC
PTC
$19.4B
| – | – |
-449
|
|
||
1379
Prudential
PUK
$37.1B
| – | – |
-374
|
|
||
1380
ProShares UltraShort QQQ
QID
$326M
| – | – |
0
|
|
||
1381
Ferrari
RACE
$63.9B
| – | – |
-140
|
|
||
1382
RH
RH
$2.93B
| – | – |
-50
|
|
||
1383
Robert Half
RHI
$2.45B
| $0 | ﹤0.01% |
6
-39
|
|
||
1384
RPM International
RPM
$14B
| – | – |
-250
|
|