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
Public Storage
PSA
$47.9B
| – | – |
-10
|
|
||
1377
PTC
PTC
$21.1B
| – | – |
-449
|
|
||
1378
Prudential
PUK
$37.2B
| – | – |
-374
|
|
||
1379
ProShares UltraShort QQQ
QID
$282M
| – | – |
0
|
|
||
1380
Ferrari
RACE
$68.5B
| – | – |
-140
|
|
||
1381
RH
RH
$2.94B
| – | – |
-50
|
|
||
1382
Robert Half
RHI
$2.77B
| $0 | ﹤0.01% |
6
-39
|
|
||
1383
RPM International
RPM
$13.5B
| – | – |
-250
|
|
||
1384
Republic Services
RSG
$65.8B
| – | – |
-223
|
|