GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
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
+$3.07M
2
+$2.8M
3
+$2.33M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.78M

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.34M
5
VGLT icon
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
CVX icon
151
Chevron
CVX
$300B
$433K 0.1%
4,543
+1,389
EPI icon
152
WisdomTree India Earnings Fund ETF
EPI
$2.81B
$432K 0.1%
22,153
-70
PSO icon
153
Pearson
PSO
$8.31B
$427K 0.1%
34,012
-5,991
BNS icon
154
Scotiabank
BNS
$87.2B
$417K 0.1%
8,719
+134
V icon
155
Visa
V
$636B
$414K 0.1%
5,414
+3
MUB icon
156
iShares National Muni Bond ETF
MUB
$41.4B
$413K 0.1%
3,696
+370
VV icon
157
Vanguard Large-Cap ETF
VV
$47.3B
$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
$18.1B
$392K 0.09%
4,801
-1,302
NKX icon
161
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$645M
$392K 0.09%
24,495
ARI
162
Apollo Commercial Real Estate
ARI
$1.4B
$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
$72.4B
$385K 0.09%
7,067
+496
BIIB icon
165
Biogen
BIIB
$26.4B
$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
$73.2B
$376K 0.09%
2,743
+16
BMY icon
168
Bristol-Myers Squibb
BMY
$98.2B
$375K 0.09%
5,869
-345
MRK icon
169
Merck
MRK
$251B
$369K 0.09%
7,311
+1,004
GDXJ icon
170
VanEck Junior Gold Miners ETF
GDXJ
$9.03B
$365K 0.09%
13,100
MDY icon
171
SPDR S&P MidCap 400 ETF Trust
MDY
$23.3B
$361K 0.08%
1,375
APD icon
172
Air Products & Chemicals
APD
$57.2B
$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
$185B
$345K 0.08%
8,254
-1,769
5 6
7
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