GWM
Gupta Wealth Management Portfolio holdings
AUM
$427M
1-Year Return
0.52%
This Quarter Return
+3.51%
1 Year Return
-0.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$393M
AUM Growth
-$16.9M
(-4.1%)
Cap. Flow
-$26.6M
Cap. Flow
% of AUM
-6.75%
Top 10 Holdings %
Top 10 Hldgs %
29.91%
Holding
1,432
New
180
Increased
254
Reduced
342
Closed
195
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.83M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.28M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.65M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.62M |
Top Sells
| 1 |
WisdomTree International SmallCap Dividend Fund
DLS
|
$8.76M |
| 2 |
Eli Lilly
LLY
|
$6.51M |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$4.05M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.01M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.57M |
Sector Composition
| 1 | Technology | 8.91% |
| 2 | Industrials | 8.15% |
| 3 | Healthcare | 7.42% |
| 4 | Financials | 5.77% |
| 5 | Consumer Discretionary | 4.54% |
