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
ING icon
751
ING
ING
$82.9B
$15K ﹤0.01%
+1,218
KSS icon
752
Kohl's
KSS
$1.63B
$15K ﹤0.01%
322
-34
OLN icon
753
Olin
OLN
$2.97B
$15K ﹤0.01%
+861
SONY icon
754
Sony
SONY
$128B
$15K ﹤0.01%
3,010
SYF icon
755
Synchrony
SYF
$27.2B
$15K ﹤0.01%
524
-81
CNO icon
756
CNO Financial Group
CNO
$4.09B
$15K ﹤0.01%
819
EA icon
757
Electronic Arts
EA
$51B
$15K ﹤0.01%
234
EPC icon
758
Edgewell Personal Care
EPC
$1.09B
$15K ﹤0.01%
+191
TRMK icon
759
Trustmark
TRMK
$2.67B
$15K ﹤0.01%
654
VPL icon
760
Vanguard FTSE Pacific ETF
VPL
$8.23B
$15K ﹤0.01%
263
CTLT
761
DELISTED
CATALENT, INC.
CTLT
$15K ﹤0.01%
569
ALXN
762
DELISTED
Alexion Pharmaceuticals
ALXN
$15K ﹤0.01%
109
+5
AHL
763
DELISTED
ASPEN Insurance Holding Limited
AHL
$15K ﹤0.01%
317
-354
AMSG
764
DELISTED
Amsurg Corp
AMSG
$15K ﹤0.01%
+202
STR
765
DELISTED
QUESTAR CORP
STR
$15K ﹤0.01%
+615
CAM
766
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$15K ﹤0.01%
230
-16
TCF
767
DELISTED
TCF Financial Corporation
TCF
$15K ﹤0.01%
+1,205
VRTX icon
768
Vertex Pharmaceuticals
VRTX
$112B
$14K ﹤0.01%
180
+147
AMAG
769
DELISTED
AMAG Pharmaceuticals
AMAG
$14K ﹤0.01%
600
ARRS
770
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$14K ﹤0.01%
600
PRXL
771
DELISTED
Parexel International Corp
PRXL
$14K ﹤0.01%
229
HAR
772
DELISTED
Harman International Industries
HAR
$14K ﹤0.01%
161
FNFG
773
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$14K ﹤0.01%
1,437
AV
774
DELISTED
Aviva Plc
AV
$14K ﹤0.01%
1,094
AL
775
DELISTED
Air Lease Corp
AL
$14K ﹤0.01%
440