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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
$393M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,432
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.42M
3
+$3.31M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.66M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.63M

Top Sells

1
+$8.73M
2
+$6.41M
3
+$4.09M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.62M

Sector Composition

1 Technology 8.91%
2 Industrials 8.16%
3 Healthcare 7.42%
4 Financials 5.77%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
401
Goldman Sachs
GS
$323B
$59K 0.02%
326
-1,248
STIP icon
402
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$59K 0.02%
600
-500
JNK icon
403
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$58K 0.01%
567
-114
EGIO
404
DELISTED
Edgio, Inc. Common Stock
EGIO
$58K 0.01%
995
-456
CBSH icon
405
Commerce Bancshares
CBSH
$7.98B
$56K 0.01%
2,144
-1
ORLY icon
406
O'Reilly Automotive
ORLY
$72B
$56K 0.01%
3,300
JACK icon
407
Jack in the Box
JACK
$244M
$56K 0.01%
726
MET icon
408
MetLife
MET
$55.1B
$56K 0.01%
1,307
AAP icon
409
Advance Auto Parts
AAP
$3.63B
$55K 0.01%
363
BIP icon
410
Brookfield Infrastructure Partners
BIP
$17.3B
$55K 0.01%
3,654
IDU icon
411
iShares US Utilities ETF
IDU
$1.42B
$55K 0.01%
+1,018
ILCV icon
412
iShares Morningstar Value ETF
ILCV
$1.26B
$55K 0.01%
+1,340
SEE
413
DELISTED
Sealed Air
SEE
$55K 0.01%
1,237
ZAGG
414
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$55K 0.01%
5,000
DE icon
415
Deere & Co
DE
$159B
$54K 0.01%
704
-327
FYT icon
416
First Trust Small Cap Value AlphaDEX Fund
FYT
$176M
$54K 0.01%
2,000
JEF icon
417
Jefferies Financial Group
JEF
$12.7B
$54K 0.01%
3,482
NFG icon
418
National Fuel Gas
NFG
$7.21B
$54K 0.01%
+1,271
VPU
419
Vanguard Utilities ETF
VPU
$8.61B
$54K 0.01%
570
-28
GWR
420
DELISTED
Genesee & Wyoming Inc.
GWR
$54K 0.01%
1,000
LEN icon
421
Lennar Class A
LEN
$22.1B
$53K 0.01%
1,135
QNST icon
422
QuinStreet
QNST
$750M
$53K 0.01%
+12,250
XPO icon
423
XPO
XPO
$23.4B
$53K 0.01%
5,624
+362
FEZ icon
424
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.64B
$53K 0.01%
1,551
-100
BUD icon
425
AB InBev
BUD
$156B
$52K 0.01%
413
+263
15 16
17
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