GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
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 8.15%
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
NNN icon
51
NNN REIT
NNN
$8.07B
$1.76M 0.45%
44,000
-2,918
CSX icon
52
CSX Corp
CSX
$68.2B
$1.75M 0.44%
202,077
-21,942
DVY icon
53
iShares Select Dividend ETF
DVY
$20.6B
$1.74M 0.44%
23,164
+1,343
VWO icon
54
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$1.71M 0.44%
52,382
+24,579
EMR icon
55
Emerson Electric
EMR
$72.8B
$1.7M 0.43%
35,623
-10,167
ES icon
56
Eversource Energy
ES
$26.9B
$1.62M 0.41%
31,710
-5,581
TD icon
57
Toronto Dominion Bank
TD
$135B
$1.58M 0.4%
40,467
+3,774
PRF icon
58
Invesco FTSE RAFI US 1000 ETF
PRF
$8.55B
$1.48M 0.38%
+85,355
D icon
59
Dominion Energy
D
$51.7B
$1.46M 0.37%
21,517
+791
TXN icon
60
Texas Instruments
TXN
$161B
$1.44M 0.37%
26,345
+11,319
AMPH icon
61
Amphastar Pharmaceuticals
AMPH
$1.11B
$1.42M 0.36%
100,000
+25,000
PEP icon
62
PepsiCo
PEP
$210B
$1.41M 0.36%
14,132
+3,146
MCD icon
63
McDonald's
MCD
$220B
$1.39M 0.35%
11,728
+8,939
MXL icon
64
MaxLinear
MXL
$1.48B
$1.36M 0.35%
+92,647
GE icon
65
GE Aerospace
GE
$318B
$1.35M 0.34%
9,046
-2,689
GSLC icon
66
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
$1.34M 0.34%
+32,330
RSP icon
67
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$1.3M 0.33%
17,026
-46,635
XOM icon
68
Exxon Mobil
XOM
$479B
$1.3M 0.33%
16,715
-10,778
WP
69
DELISTED
Worldpay, Inc.
WP
$1.29M 0.33%
27,264
-29,523
TIP icon
70
iShares TIPS Bond ETF
TIP
$13.9B
$1.28M 0.32%
11,647
-522
VCSH icon
71
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$1.25M 0.32%
15,855
+15,525
PG icon
72
Procter & Gamble
PG
$354B
$1.24M 0.32%
15,632
+674
BRK.A icon
73
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.19M 0.3%
6
SWK icon
74
Stanley Black & Decker
SWK
$10.5B
$1.17M 0.3%
10,953
-12,610
ILMN icon
75
Illumina
ILMN
$14.7B
$1.17M 0.3%
6,246
-205
1 2
3
4 5