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 +$4.83M
2 +$3.6M
3 +$3.28M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.62M

Top Sells

1 +$8.76M
2 +$6.51M
3 +$4.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.01M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.57M

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
NTT
501
DELISTED
Nippon Telegraph & Telephone
NTT
$36K 0.01%
909
BFK icon
502
BlackRock Municipal Income Trust
BFK
$446M
$35K 0.01%
2,400
+275
DOV icon
503
Dover
DOV
$27.6B
$35K 0.01%
712
-353
DOX icon
504
Amdocs
DOX
$8.85B
$35K 0.01%
642
ELD icon
505
WisdomTree Emerging Markets Local Debt Fund
ELD
$93.5M
$35K 0.01%
1,010
FRT icon
506
Federal Realty Investment Trust
FRT
$8.73B
$35K 0.01%
238
LNC icon
507
Lincoln National
LNC
$7.9B
$35K 0.01%
706
MYI icon
508
BlackRock MuniYield Quality Fund III
MYI
$742M
$35K 0.01%
+2,400
OHI icon
509
Omega Healthcare
OHI
$13B
$35K 0.01%
992
+500
SRC
510
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$35K 0.01%
774
+14
MFL
511
DELISTED
BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND
MFL
$35K 0.01%
+2,400
PBCT
512
DELISTED
People's United Financial Inc
PBCT
$35K 0.01%
2,183
STI
513
DELISTED
SunTrust Banks, Inc.
STI
$35K 0.01%
812
+764
SCMP
514
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
$35K 0.01%
+2,000
ALR
515
DELISTED
Alere Inc
ALR
$35K 0.01%
+900
AVB icon
516
AvalonBay Communities
AVB
$25.2B
$34K 0.01%
185
ESS icon
517
Essex Property Trust
ESS
$16.2B
$34K 0.01%
141
FL
518
DELISTED
Foot Locker
FL
$34K 0.01%
525
RNR icon
519
RenaissanceRe
RNR
$13B
$34K 0.01%
304
TSCO icon
520
Tractor Supply
TSCO
$26.9B
$34K 0.01%
1,990
+85
UAL icon
521
United Airlines
UAL
$33.1B
$34K 0.01%
599
+277
VECO icon
522
Veeco
VECO
$1.88B
$34K 0.01%
1,650
-200
VRSN icon
523
VeriSign
VRSN
$22.6B
$34K 0.01%
390
BCS.PRD.CL
524
DELISTED
Barclays Bank Plc
BCS.PRD.CL
$34K 0.01%
+1,300
ALL icon
525
Allstate
ALL
$52.1B
$33K 0.01%
526
+3