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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
HSBC icon
476
HSBC
HSBC
$326B
$39K 0.01%
1,097
+5
MPLX icon
477
MPLX
MPLX
$57.7B
$39K 0.01%
+1,000
PHYS icon
478
Sprott Physical Gold
PHYS
$15.2B
$39K 0.01%
+4,500
ITIP
479
DELISTED
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
$39K 0.01%
996
CPGX
480
DELISTED
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
$39K 0.01%
1,952
BEN icon
481
Franklin Resources
BEN
$17.2B
$38K 0.01%
+1,022
NI icon
482
NiSource
NI
$22.7B
$38K 0.01%
1,952
RELX icon
483
RELX
RELX
$54.8B
$38K 0.01%
2,135
+311
RF icon
484
Regions Financial
RF
$24.4B
$38K 0.01%
4,000
+2,000
VNQI icon
485
Vanguard Global ex-US Real Estate ETF
VNQI
$3.39B
$38K 0.01%
743
-1,697
EGPT
486
DELISTED
VanEck Egypt Index ETF
EGPT
$38K 0.01%
+1,000
BRCM
487
DELISTED
BROADCOM CORP CL-A
BRCM
$38K 0.01%
652
ADI icon
488
Analog Devices
ADI
$212B
$37K 0.01%
664
AOS icon
489
A.O. Smith
AOS
$8.02B
$37K 0.01%
974
OPPJ
490
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$295M
$37K 0.01%
2,200
FLR icon
491
Fluor
FLR
$7.49B
$37K 0.01%
782
-370
NOV icon
492
NOV
NOV
$6.7B
$37K 0.01%
1,119
-144
THG icon
493
Hanover Insurance
THG
$6.92B
$37K 0.01%
451
AFG icon
494
American Financial Group
AFG
$11B
$36K 0.01%
498
NTT
495
DELISTED
Nippon Telegraph & Telephone
NTT
$36K 0.01%
909
CNC icon
496
Centene
CNC
$30.1B
$36K 0.01%
1,100
-200
CTRA
497
DELISTED
Coterra Energy
CTRA
$36K 0.01%
2,050
-436
DGRO icon
498
iShares Core Dividend Growth ETF
DGRO
$40.5B
$36K 0.01%
1,400
IBND icon
499
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
$36K 0.01%
1,180
UDR icon
500
UDR
UDR
$12.2B
$36K 0.01%
970
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