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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
CST
701
DELISTED
CST Brands, Inc.
CST
$17K ﹤0.01%
+440
SRI icon
702
Stoneridge
SRI
$215M
$17K ﹤0.01%
+1,125
A icon
703
Agilent Technologies
A
$35.9B
$17K ﹤0.01%
408
BDX icon
704
Becton Dickinson
BDX
$39.7B
$17K ﹤0.01%
115
-75
COO icon
705
Cooper Companies
COO
$12.9B
$17K ﹤0.01%
512
+60
HPE icon
706
Hewlett Packard
HPE
$62.8B
$17K ﹤0.01%
+1,894
IDXX icon
707
Idexx Laboratories
IDXX
$44.3B
$17K ﹤0.01%
230
+14
KSS icon
708
Kohl's
KSS
$1.96B
$17K ﹤0.01%
356
+322
MTD icon
709
Mettler-Toledo International
MTD
$23.1B
$17K ﹤0.01%
+49
MUFG icon
710
Mitsubishi UFJ Financial
MUFG
$238B
$17K ﹤0.01%
+2,698
PPLT icon
711
abrdn Physical Platinum Shares ETF
PPLT
$1.97B
$17K ﹤0.01%
2,000
RMD icon
712
ResMed
RMD
$27.4B
$17K ﹤0.01%
308
RVTY icon
713
Revvity
RVTY
$11.2B
$17K ﹤0.01%
320
SHY icon
714
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$17K ﹤0.01%
200
-757
STX icon
715
Seagate
STX
$242B
$17K ﹤0.01%
462
+425
TGI
716
DELISTED
Triumph Group
TGI
$17K ﹤0.01%
+420
XRX icon
717
Xerox
XRX
$395M
$17K ﹤0.01%
624
-555
CAJ
718
DELISTED
Canon, Inc.
CAJ
$17K ﹤0.01%
578
TFCFA
719
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$17K ﹤0.01%
624
MENT
720
DELISTED
Mentor Graphics Corp
MENT
$17K ﹤0.01%
+950
SE
721
DELISTED
Spectra Energy Corp Wi
SE
$17K ﹤0.01%
700
-97
NILE
722
DELISTED
Blue Nile, Inc.
NILE
$17K ﹤0.01%
464
IHS
723
DELISTED
IHS INC CL-A COM STK
IHS
$17K ﹤0.01%
143
JAH
724
DELISTED
JARDEN CORPORATION
JAH
$17K ﹤0.01%
300
-12
AV
725
DELISTED
Aviva Plc
AV
$17K ﹤0.01%
1,094