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
FTNT icon
626
Fortinet
FTNT
$60.4B
$23K 0.01%
3,625
IWS icon
627
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
$23K 0.01%
332
NICE icon
628
Nice
NICE
$6.57B
$23K 0.01%
400
-50
OUT icon
629
Outfront Media
OUT
$4.07B
$23K 0.01%
1,064
+640
TJX icon
630
TJX Companies
TJX
$166B
$23K 0.01%
638
-1,698
NXGN
631
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$23K 0.01%
+1,400
ADT
632
DELISTED
ADT Corp
ADT
$23K 0.01%
702
-323
BXLT
633
DELISTED
BAXALTA INC COM STK (DE)
BXLT
$22K 0.01%
556
-70
EQIX icon
634
Equinix
EQIX
$80.6B
$22K 0.01%
72
+1
ACM icon
635
Aecom
ACM
$12.5B
$22K 0.01%
+742
CCL icon
636
Carnival Corp
CCL
$41.5B
$22K 0.01%
401
+72
NAN icon
637
Nuveen New York Quality Municipal Income Fund
NAN
$352M
$22K 0.01%
1,545
NYF icon
638
iShares New York Muni Bond ETF
NYF
$1.15B
$22K 0.01%
400
-260
PTH icon
639
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$121M
$22K 0.01%
1,200
SPLV icon
640
Invesco S&P 500 Low Volatility ETF
SPLV
$7.51B
$22K 0.01%
571
-198
AYI icon
641
Acuity Brands
AYI
$9.48B
$21K 0.01%
89
+71
BABA icon
642
Alibaba
BABA
$405B
$21K 0.01%
260
+138
MINI
643
DELISTED
Mobile Mini Inc
MINI
$21K 0.01%
681
CCI icon
644
Crown Castle
CCI
$37.8B
$21K 0.01%
246
+183
GEN icon
645
Gen Digital
GEN
$14.8B
$21K 0.01%
1,000
-390
HAIN icon
646
Hain Celestial
HAIN
$110M
$21K 0.01%
525
+15
INDA icon
647
iShares MSCI India ETF
INDA
$9.13B
$21K 0.01%
760
-1,890
PCG icon
648
PG&E
PCG
$33.9B
$21K 0.01%
400
SAIC icon
649
Saic
SAIC
$4.59B
$21K 0.01%
451
SCHE icon
650
Schwab Emerging Markets Equity ETF
SCHE
$12B
$21K 0.01%
1,054
-32,924
24 25
26
27 28