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
$427M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.62M
3
+$2.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.68M

Top Sells

1
+$1.36M
2
+$1.34M
3
+$1.33M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.31M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1M

Sector Composition

1 Technology 8.64%
2 Industrials 7.89%
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
MCHI icon
551
iShares MSCI China ETF
MCHI
$7.15B
$32K 0.01%
+753
PWV icon
552
Invesco Large Cap Value ETF
PWV
$1.37B
$32K 0.01%
1,055
SBCF icon
553
Seacoast Banking Corp of Florida
SBCF
$3.09B
$32K 0.01%
+2,045
SO icon
554
Southern Company
SO
$109B
$32K 0.01%
611
-96
VECO icon
555
Veeco
VECO
$1.99B
$32K 0.01%
1,650
CLVS
556
DELISTED
Clovis Oncology, Inc.
CLVS
$32K 0.01%
1,673
ACG
557
DELISTED
AllianceBernstein Income Fund Inc
ACG
$32K 0.01%
4,079
AA icon
558
Alcoa
AA
$16.4B
$31K 0.01%
1,351
-5,704
BG icon
559
Bunge Global
BG
$22.2B
$31K 0.01%
+555
BNY
560
DELISTED
BlackRock New York Municipal Income Trust
BNY
$31K 0.01%
2,000
MELI icon
561
Mercado Libre
MELI
$90.1B
$31K 0.01%
265
PACB icon
562
Pacific Biosciences
PACB
$486M
$31K 0.01%
3,640
UTHR icon
563
United Therapeutics
UTHR
$21.1B
$31K 0.01%
279
+176
VC icon
564
Visteon
VC
$2.56B
$31K 0.01%
+385
RDUS
565
DELISTED
Radius Health, Inc.
RDUS
$31K 0.01%
+1,000
BX icon
566
Blackstone
BX
$88.9B
$30K 0.01%
1,079
-1,150
RF icon
567
Regions Financial
RF
$24B
$30K 0.01%
3,809
-191
SNN icon
568
Smith & Nephew
SNN
$15.2B
$30K 0.01%
909
+558
XLV icon
569
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$30K 0.01%
447
-2,745
CXO
570
DELISTED
CONCHO RESOURCES INC.
CXO
$30K 0.01%
300
CCI icon
571
Crown Castle
CCI
$39.3B
$29K 0.01%
341
+95
IBKR icon
572
Interactive Brokers
IBKR
$30.9B
$29K 0.01%
3,000
KMX icon
573
CarMax
KMX
$5.91B
$29K 0.01%
560
-23
PYPL icon
574
PayPal
PYPL
$43.4B
$29K 0.01%
740
-64
VNQI icon
575
Vanguard Global ex-US Real Estate ETF
VNQI
$3.6B
$29K 0.01%
535
-208
21 22
23
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