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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
IPGP icon
676
IPG Photonics
IPGP
$5.01B
$19K ﹤0.01%
215
+184
LUMN icon
677
Lumen
LUMN
$8.45B
$19K ﹤0.01%
769
-794
LUV icon
678
Southwest Airlines
LUV
$23.4B
$19K ﹤0.01%
432
WEC icon
679
WEC Energy
WEC
$36.5B
$19K ﹤0.01%
375
HYF
680
DELISTED
MANAGED HIGH YLD PLUS FD INC
HYF
$19K ﹤0.01%
10,965
ARRS
681
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$18K ﹤0.01%
600
BNY
682
Bank of New York Mellon
BNY
$98.6B
$18K ﹤0.01%
434
-4,709
CRUS icon
683
Cirrus Logic
CRUS
$8.34B
$18K ﹤0.01%
600
ETJ
684
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$557M
$18K ﹤0.01%
1,773
FXI icon
685
iShares China Large-Cap ETF
FXI
$5.06B
$18K ﹤0.01%
509
LYG icon
686
Lloyds Banking Group
LYG
$80.6B
$18K ﹤0.01%
4,126
+607
PKG icon
687
Packaging Corp of America
PKG
$20.4B
$18K ﹤0.01%
284
-238
PNC icon
688
PNC Financial Services
PNC
$93.2B
$18K ﹤0.01%
193
SHW icon
689
Sherwin-Williams
SHW
$79.1B
$18K ﹤0.01%
210
SYF icon
690
Synchrony
SYF
$25.3B
$18K ﹤0.01%
605
+310
TRMB icon
691
Trimble
TRMB
$11.5B
$18K ﹤0.01%
+855
TUR icon
692
iShares MSCI Turkey ETF
TUR
$182M
$18K ﹤0.01%
+500
VRSK icon
693
Verisk Analytics
VRSK
$22.8B
$18K ﹤0.01%
231
-110
VSH icon
694
Vishay Intertechnology
VSH
$8.83B
$18K ﹤0.01%
1,495
RJA
695
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
$18K ﹤0.01%
2,900
AMAG
696
DELISTED
AMAG Pharmaceuticals
AMAG
$18K ﹤0.01%
600
OA
697
DELISTED
Orbital ATK, Inc.
OA
$18K ﹤0.01%
200
CSC
698
DELISTED
Computer Sciences
CSC
$18K ﹤0.01%
537
+487
RELY
699
DELISTED
Real Industry, Inc.
RELY
$18K ﹤0.01%
+2,300
VSTO
700
DELISTED
Vista Outdoor Inc.
VSTO
$18K ﹤0.01%
400
26 27
28
29 30