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
MCK icon
201
McKesson
MCK
$102B
$284K 0.07%
1,805
-374
CSQ icon
202
Calamos Strategic Total Return Fund
CSQ
$3.04B
$279K 0.07%
29,364
JJA
203
DELISTED
iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037
JJA
$278K 0.07%
8,050
+3,450
CLX icon
204
Clorox
CLX
$12.9B
$276K 0.06%
2,189
-19
DIA icon
205
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.4B
$272K 0.06%
1,542
-64
IWN icon
206
iShares Russell 2000 Value ETF
IWN
$11.7B
$272K 0.06%
2,921
AMGN icon
207
Amgen
AMGN
$182B
$269K 0.06%
1,793
-325
IJR icon
208
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$269K 0.06%
4,774
-1,310
VDE icon
209
Vanguard Energy ETF
VDE
$7.21B
$269K 0.06%
3,135
+822
VBR icon
210
Vanguard Small-Cap Value ETF
VBR
$31.6B
$268K 0.06%
2,626
-297
BSCO
211
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$268K 0.06%
12,990
IWM icon
212
iShares Russell 2000 ETF
IWM
$71.1B
$266K 0.06%
2,408
-136
INTU icon
213
Intuit
INTU
$177B
$261K 0.06%
2,511
-23
IEP icon
214
Icahn Enterprises
IEP
$4.81B
$253K 0.06%
4,015
+2,590
BIL icon
215
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$252K 0.06%
2,760
IWD icon
216
iShares Russell 1000 Value ETF
IWD
$67.6B
$250K 0.06%
2,531
UAA icon
217
Under Armour
UAA
$1.93B
$244K 0.06%
5,787
-183
EVV
218
Eaton Vance Limited Duration Income Fund
EVV
$1.18B
$243K 0.06%
18,413
-2,000
ITA icon
219
iShares US Aerospace & Defense ETF
ITA
$11.8B
$243K 0.06%
4,150
ABBV icon
220
AbbVie
ABBV
$397B
$241K 0.06%
4,214
-135
NGG icon
221
National Grid
NGG
$75.1B
$236K 0.06%
3,379
-192
GDX icon
222
VanEck Gold Miners ETF
GDX
$24B
$235K 0.06%
11,746
-567
EMB icon
223
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.4B
$232K 0.05%
2,102
DHR icon
224
Danaher
DHR
$160B
$232K 0.05%
3,632
-138
IBB icon
225
iShares Biotechnology ETF
IBB
$8.6B
$230K 0.05%
2,643
+468
7 8
9
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