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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
CAM
751
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$16K ﹤0.01%
246
PUK icon
752
Prudential
PUK
$33.5B
$16K ﹤0.01%
+374
TFC icon
753
Truist Financial
TFC
$60.2B
$16K ﹤0.01%
425
+99
DFS
754
DELISTED
Discover Financial Services
DFS
$16K ﹤0.01%
302
-1,308
EA icon
755
Electronic Arts
EA
$50.7B
$16K ﹤0.01%
234
AL
756
DELISTED
Air Lease Corp
AL
$15K ﹤0.01%
440
AVNT icon
757
Avient
AVNT
$3.45B
$15K ﹤0.01%
+475
BIO icon
758
Bio-Rad Laboratories Class A
BIO
$7.56B
$15K ﹤0.01%
109
CAE icon
759
CAE Inc
CAE
$8.06B
$15K ﹤0.01%
1,385
CIM
760
Chimera Investment
CIM
$1.11B
$15K ﹤0.01%
369
-1
RIG icon
761
Transocean
RIG
$5.88B
$15K ﹤0.01%
1,210
+1,029
RRX icon
762
Regal Rexnord
RRX
$15.1B
$15K ﹤0.01%
+250
SONY icon
763
Sony
SONY
$120B
$15K ﹤0.01%
3,010
TPH
764
DELISTED
Tri Pointe Homes
TPH
$15K ﹤0.01%
+1,195
ARW icon
765
Arrow Electronics
ARW
$11.9B
$15K ﹤0.01%
284
ASB icon
766
Associated Banc-Corp
ASB
$5.52B
$15K ﹤0.01%
+811
CLH icon
767
Clean Harbors
CLH
$15.3B
$15K ﹤0.01%
370
EFG icon
768
iShares MSCI EAFE Growth ETF
EFG
$16.8B
$15K ﹤0.01%
+220
HDV
769
iShares Core High Dividend ETF
HDV
$13.3B
$15K ﹤0.01%
1,000
-15,335
HYMB icon
770
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.98B
$15K ﹤0.01%
542
-296
K
771
DELISTED
Kellanova
K
$15K ﹤0.01%
227
MANH icon
772
Manhattan Associates
MANH
$7.83B
$15K ﹤0.01%
220
MD icon
773
Pediatrix Medical
MD
$1.94B
$15K ﹤0.01%
+211
OSPN icon
774
OneSpan
OSPN
$500M
$15K ﹤0.01%
+875
PCH
775
DELISTED
PotlatchDeltic
PCH
$15K ﹤0.01%
+508