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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
PWR icon
601
Quanta Services
PWR
$105B
$25K 0.01%
1,250
-69
ROST icon
602
Ross Stores
ROST
$74.7B
$25K 0.01%
456
-21
NLSN
603
DELISTED
Nielsen Holdings plc
NLSN
$25K 0.01%
543
EZCH
604
DELISTED
EZCHIP SEMICONDUCTOR LIMITED ORD SHS (IL)
EZCH
$25K 0.01%
1,000
-500
OIL
605
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
$25K 0.01%
4,000
-925
AVGO icon
606
Broadcom
AVGO
$1.96T
$24K 0.01%
1,620
-8,560
CB icon
607
Chubb
CB
$125B
$24K 0.01%
203
DHC
608
Diversified Healthcare Trust
DHC
$2.15B
$24K 0.01%
1,645
-15
DY icon
609
Dycom Industries
DY
$13.7B
$24K 0.01%
345
FIS icon
610
Fidelity National Information Services
FIS
$19.7B
$24K 0.01%
395
IP icon
611
International Paper
IP
$19.5B
$24K 0.01%
660
+167
LVS icon
612
Las Vegas Sands
LVS
$32.3B
$24K 0.01%
550
+34
MAA icon
613
Mid-America Apartment Communities
MAA
$15.4B
$24K 0.01%
266
MCHP icon
614
Microchip Technology
MCHP
$54.1B
$24K 0.01%
1,032
WEX icon
615
WEX
WEX
$4.42B
$24K 0.01%
275
RSX
616
DELISTED
VanEck Russia ETF
RSX
$24K 0.01%
1,632
+1,532
PTR
617
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
$24K 0.01%
365
FOMX
618
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
$24K 0.01%
3,000
RHT
619
DELISTED
Red Hat Inc
RHT
$24K 0.01%
295
NICE icon
620
Nice
NICE
$4.96B
$23K 0.01%
400
-50
OUT icon
621
Outfront Media
OUT
$5.49B
$23K 0.01%
1,064
+640
TDC icon
622
Teradata
TDC
$2.91B
$23K 0.01%
875
+501
TEVA icon
623
Teva Pharmaceuticals
TEVA
$36.7B
$23K 0.01%
+357
TJX icon
624
TJX Companies
TJX
$181B
$23K 0.01%
638
-1,698
HTY
625
DELISTED
JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY
$23K 0.01%
2,213
23 24
25
26 27