GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.62M
3
+$2.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.68M

Top Sells

1
+$1.36M
2
+$1.34M
3
+$1.33M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.31M
5
VGLT icon
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
CVX icon
151
Chevron
CVX
$374B
$433K 0.1%
4,543
+1,389
EPI icon
152
WisdomTree India Earnings Fund ETF
EPI
$2.54B
$432K 0.1%
22,153
-70
PSO icon
153
Pearson
PSO
$8.12B
$427K 0.1%
34,012
-5,991
BNS icon
154
Scotiabank
BNS
$90.8B
$417K 0.1%
8,719
+134
V icon
155
Visa
V
$617B
$414K 0.1%
5,414
+3
MUB icon
156
iShares National Muni Bond ETF
MUB
$42.8B
$413K 0.1%
3,696
+370
VV icon
157
Vanguard Large-Cap ETF
VV
$47B
$411K 0.1%
4,373
+1,364
CELG
158
DELISTED
Celgene Corp
CELG
$409K 0.1%
4,087
+2,014
ETP
159
DELISTED
Energy Transfer Partners, L.P.
ETP
$401K 0.09%
16,000
+1,000
HYG icon
160
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.8B
$392K 0.09%
4,801
-1,302
NKX icon
161
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$675M
$392K 0.09%
24,495
ARI
162
Apollo Commercial Real Estate
ARI
$1.47B
$388K 0.09%
23,800
ABB
163
DELISTED
ABB Ltd
ABB
$388K 0.09%
19,994
-2,557
BNDX icon
164
Vanguard Total International Bond ETF
BNDX
$76B
$385K 0.09%
7,067
+496
BIIB icon
165
Biogen
BIIB
$27B
$381K 0.09%
1,465
+91
HOT
166
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$381K 0.09%
4,571
-422
CI icon
167
Cigna
CI
$74.8B
$376K 0.09%
2,743
+16
BMY icon
168
Bristol-Myers Squibb
BMY
$125B
$375K 0.09%
5,869
-345
MRK icon
169
Merck
MRK
$296B
$369K 0.09%
7,311
+1,004
GDXJ icon
170
VanEck Junior Gold Miners ETF
GDXJ
$11B
$365K 0.09%
13,100
MDY icon
171
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.2B
$361K 0.08%
1,375
APD icon
172
Air Products & Chemicals
APD
$60.8B
$359K 0.08%
2,693
-22
WBC
173
DELISTED
WABCO HOLDINGS INC.
WBC
$356K 0.08%
3,332
+3,147
DD
174
DELISTED
Du Pont De Nemours E I
DD
$352K 0.08%
5,564
-259
C icon
175
Citigroup
C
$194B
$345K 0.08%
8,254
-1,769
5 6
7
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