GWM
Gupta Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
0.52%
1 Year Est. Return
-0.52%
AUM
$427M
AUM Growth
+$33.4M
(+8.5%)
Holding
1,384
Top Buys
| 1 | +$3.07M | |
| 2 | +$2.8M | |
| 3 | +$2.33M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.14M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.78M |
Top Sells
| 1 | +$2.27M | |
| 2 | +$1.38M | |
| 3 | +$1.36M | |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$1.34M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$1.02M |
Sector Composition
| 1 | Technology | 8.64% |
| 2 | Industrials | 7.88% |
| 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
Teva Pharmaceuticals
TEVA
$22.2B
| – | – |
-357
|
|
||
|
TGI
1377
DELISTED
Triumph Group
TGI
| – | – |
-420
|
|
||
1378
TEGNA Inc
TGNA
$3.21B
| – | – |
-648
|
|
||
1379
Tri Pointe Homes
TPH
$2.8B
| – | – |
-1,195
|
|
||
1380
iShares MSCI Turkey ETF
TUR
$158M
| – | – |
-500
|
|
||
|
TWO
1381
Two Harbors Investment
TWO
$1B
| – | – |
-183
|
|
||
1382
Urban Edge Properties
UE
$2.5B
| $0 | ﹤0.01% |
+2
|
|
||
1383
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| – | – |
-335
|
|
||
1384
Cohen & Steers Infrastructure Fund
UTF
$2.34B
| – | – |
-3,528
|
|