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
WDC icon
651
Western Digital
WDC
$146B
$21K 0.01%
454
+330
MINI
652
DELISTED
Mobile Mini Inc
MINI
$21K 0.01%
681
SYT
653
DELISTED
Syngenta Ag
SYT
$21K 0.01%
273
+44
LOCK
654
DELISTED
LifeLock, Inc.
LOCK
$21K 0.01%
1,463
RGLD icon
655
Royal Gold
RGLD
$19.6B
$20K 0.01%
550
-50
AMCX icon
656
AMC Global Media
AMCX
$366M
$20K 0.01%
262
+210
AMN icon
657
AMN Healthcare
AMN
$816M
$20K 0.01%
650
GIB icon
658
CGI
GIB
$13.9B
$20K 0.01%
+511
GIL icon
659
Gildan
GIL
$11.4B
$20K 0.01%
700
-264
HUM icon
660
Humana
HUM
$28B
$20K 0.01%
113
IEMG icon
661
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$20K 0.01%
515
-13,452
IJK icon
662
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.6B
$20K 0.01%
504
+64
KMI icon
663
Kinder Morgan
KMI
$72.4B
$20K 0.01%
1,344
-14,434
PBH icon
664
Prestige Consumer Healthcare
PBH
$2.61B
$20K 0.01%
394
+284
RDY icon
665
Dr. Reddy's Laboratories
RDY
$11.4B
$20K 0.01%
2,150
ROL icon
666
Rollins
ROL
$26.4B
$20K 0.01%
1,744
NVRO
667
DELISTED
NEVRO CORP.
NVRO
$20K 0.01%
300
ALXN
668
DELISTED
Alexion Pharmaceuticals
ALXN
$20K 0.01%
+104
PX
669
DELISTED
Praxair Inc
PX
$20K 0.01%
194
-131
HYF
670
DELISTED
MANAGED HIGH YLD PLUS FD INC
HYF
$19K ﹤0.01%
10,965
AAL icon
671
American Airlines Group
AAL
$7.83B
$19K ﹤0.01%
454
-583
CBRE icon
672
CBRE Group
CBRE
$41.5B
$19K ﹤0.01%
560
FJP icon
673
First Trust Japan AlphaDEX Fund
FJP
$244M
$19K ﹤0.01%
400
IPGP icon
674
IPG Photonics
IPGP
$5.22B
$19K ﹤0.01%
215
+184
LUMN icon
675
Lumen
LUMN
$9.6B
$19K ﹤0.01%
769
-794