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
$427M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$2.62M
3 +$2.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.68M

Top Sells

1 +$1.36M
2 +$1.34M
3 +$1.33M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.31M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1M

Sector Composition

1 Technology 8.64%
2 Industrials 7.89%
3 Healthcare 6.21%
4 Financials 5.4%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BDX icon
701
Becton Dickinson
BDX
$48.8B
$17K ﹤0.01%
115
DAN icon
702
Dana Inc
DAN
$3.73B
$17K ﹤0.01%
+1,214
FLR icon
703
Fluor
FLR
$7.06B
$17K ﹤0.01%
322
-460
HCA icon
704
HCA Healthcare
HCA
$122B
$17K ﹤0.01%
+219
HIW icon
705
Highwoods Properties
HIW
$2.55B
$17K ﹤0.01%
365
INO icon
706
Inovio Pharmaceuticals
INO
$119M
$17K ﹤0.01%
167
IP icon
707
International Paper
IP
$22.5B
$17K ﹤0.01%
449
-211
KKR icon
708
KKR & Co
KKR
$83.6B
$17K ﹤0.01%
+1,135
OGE icon
709
OGE Energy
OGE
$10.1B
$17K ﹤0.01%
+587
PTH icon
710
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$122M
$17K ﹤0.01%
1,200
SHY icon
711
iShares 1-3 Year Treasury Bond ETF
SHY
$24.8B
$17K ﹤0.01%
200
TEF
712
DELISTED
Telefonica
TEF
$17K ﹤0.01%
1,915
+1,380
TEL icon
713
TE Connectivity
TEL
$61.3B
$17K ﹤0.01%
273
+87
TSM icon
714
TSMC
TSM
$1.85T
$17K ﹤0.01%
643
-1,178
XRX icon
715
Xerox
XRX
$226M
$17K ﹤0.01%
863
-73
NVRO
716
DELISTED
NEVRO CORP.
NVRO
$17K ﹤0.01%
300
CAJ
717
DELISTED
Canon, Inc.
CAJ
$17K ﹤0.01%
578
LHO
718
DELISTED
LaSalle Hotel Properties
LHO
$17K ﹤0.01%
+656
CST
719
DELISTED
CST Brands, Inc.
CST
$17K ﹤0.01%
435
-5
SHPG
720
DELISTED
Shire pic
SHPG
$17K ﹤0.01%
96
+55
CAE icon
721
CAE Inc
CAE
$9.95B
$16K ﹤0.01%
1,385
CBRE icon
722
CBRE Group
CBRE
$41.8B
$16K ﹤0.01%
560
FITB
723
Fifth Third Bancorp
FITB
$44.6B
$16K ﹤0.01%
936
+872
HMC icon
724
Honda
HMC
$37B
$16K ﹤0.01%
574
+58
HYMB icon
725
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.01B
$16K ﹤0.01%
542