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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
NXGN
626
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$23K 0.01%
+1,400
ADT
627
DELISTED
ADT Corp
ADT
$23K 0.01%
702
-323
AEP icon
628
American Electric Power
AEP
$69.5B
$23K 0.01%
387
+200
APEI icon
629
American Public Education
APEI
$967M
$23K 0.01%
+1,225
BMRN icon
630
BioMarin Pharmaceuticals
BMRN
$10.6B
$23K 0.01%
220
FTNT icon
631
Fortinet
FTNT
$106B
$23K 0.01%
3,625
IWS icon
632
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$23K 0.01%
332
ACM icon
633
Aecom
ACM
$8.84B
$22K 0.01%
+742
CCL icon
634
Carnival Corporation Ltd
CCL
$42.8B
$22K 0.01%
401
+72
EQIX icon
635
Equinix
EQIX
$108B
$22K 0.01%
72
+1
NAN icon
636
Nuveen New York Quality Municipal Income Fund
NAN
$371M
$22K 0.01%
1,545
NYF icon
637
iShares New York Muni Bond ETF
NYF
$1.34B
$22K 0.01%
400
-260
PTH icon
638
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$122M
$22K 0.01%
1,200
SPLV icon
639
Invesco S&P 500 Low Volatility ETF
SPLV
$6.95B
$22K 0.01%
571
-198
BXLT
640
DELISTED
BAXALTA INC COM STK (DE)
BXLT
$22K 0.01%
556
-70
AYI icon
641
Acuity Brands
AYI
$9.63B
$21K 0.01%
89
+71
BABA icon
642
Alibaba
BABA
$257B
$21K 0.01%
260
+138
CCI icon
643
Crown Castle
CCI
$35.8B
$21K 0.01%
246
+183
GEN icon
644
Gen Digital
GEN
$14.6B
$21K 0.01%
1,000
-390
HAIN icon
645
Hain Celestial
HAIN
$54.7M
$21K 0.01%
525
+15
SCHE icon
646
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$21K 0.01%
1,054
-32,924
SNEX icon
647
StoneX
SNEX
$11B
$21K 0.01%
+2,109
WDC icon
648
Western Digital
WDC
$257B
$21K 0.01%
454
+330
MINI
649
DELISTED
Mobile Mini Inc
MINI
$21K 0.01%
681
SYT
650
DELISTED
Syngenta Ag
SYT
$21K 0.01%
273
+44
24 25
26
27 28