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
MTD icon
701
Mettler-Toledo International
MTD
$28.1B
$17K ﹤0.01%
+49
A icon
702
Agilent Technologies
A
$37.9B
$17K ﹤0.01%
408
BDX icon
703
Becton Dickinson
BDX
$58B
$17K ﹤0.01%
115
-75
COO icon
704
Cooper Companies
COO
$15.9B
$17K ﹤0.01%
512
+60
HPE icon
705
Hewlett Packard
HPE
$28.7B
$17K ﹤0.01%
+1,894
IDXX icon
706
Idexx Laboratories
IDXX
$53.5B
$17K ﹤0.01%
230
+14
KSS icon
707
Kohl's
KSS
$1.96B
$17K ﹤0.01%
356
+322
MUFG icon
708
Mitsubishi UFJ Financial
MUFG
$205B
$17K ﹤0.01%
+2,698
PPLT icon
709
abrdn Physical Platinum Shares ETF
PPLT
$3.11B
$17K ﹤0.01%
200
RMD icon
710
ResMed
RMD
$37.6B
$17K ﹤0.01%
308
RVTY icon
711
Revvity
RVTY
$12.3B
$17K ﹤0.01%
320
SHY icon
712
iShares 1-3 Year Treasury Bond ETF
SHY
$24.3B
$17K ﹤0.01%
200
-757
SRI icon
713
Stoneridge
SRI
$184M
$17K ﹤0.01%
+1,125
STX icon
714
Seagate
STX
$88.8B
$17K ﹤0.01%
462
+425
TGI
715
DELISTED
Triumph Group
TGI
$17K ﹤0.01%
+420
XRX icon
716
Xerox
XRX
$280M
$17K ﹤0.01%
624
-555
CAJ
717
DELISTED
Canon, Inc.
CAJ
$17K ﹤0.01%
578
TFCFA
718
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$17K ﹤0.01%
624
CST
719
DELISTED
CST Brands, Inc.
CST
$17K ﹤0.01%
+440
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