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
TRMK icon
776
Trustmark
TRMK
$2.51B
$15K ﹤0.01%
654
VPL icon
777
Vanguard FTSE Pacific ETF
VPL
$9.14B
$15K ﹤0.01%
263
WAFD icon
778
WaFd
WAFD
$2.49B
$15K ﹤0.01%
+634
WBD icon
779
Warner Bros
WBD
$68.3B
$15K ﹤0.01%
+558
TAST
780
DELISTED
Carrols Restaurant Group, Inc.
TAST
$15K ﹤0.01%
+1,275
MDC
781
DELISTED
M.D.C. Holdings, Inc.
MDC
$15K ﹤0.01%
+825
NE
782
DELISTED
Noble Corporation
NE
$15K ﹤0.01%
+1,431
ADYX
783
DELISTED
Adynxx Inc
ADYX
$15K ﹤0.01%
114
CAA
784
DELISTED
CalAtlantic Group, Inc.
CAA
$15K ﹤0.01%
+399
HAR
785
DELISTED
Harman International Industries
HAR
$15K ﹤0.01%
161
SLH
786
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
$15K ﹤0.01%
269
LPNT
787
DELISTED
LifePoint Health, Inc.
LPNT
$15K ﹤0.01%
203
WERN icon
788
Werner Enterprises
WERN
$2.05B
$14K ﹤0.01%
601
CABO icon
789
Cable One
CABO
$456M
$14K ﹤0.01%
32
CFR icon
790
Cullen/Frost Bankers
CFR
$8.72B
$14K ﹤0.01%
240
+220
DXCM icon
791
DexCom
DXCM
$28.5B
$14K ﹤0.01%
676
+76
EAT icon
792
Brinker International
EAT
$6.87B
$14K ﹤0.01%
288
+7
EPR icon
793
EPR Properties
EPR
$4.13B
$14K ﹤0.01%
245
FULT icon
794
Fulton Financial
FULT
$3.71B
$14K ﹤0.01%
+1,090
FXB icon
795
Invesco CurrencyShares British Pound Sterling Trust
FXB
$72.4M
$14K ﹤0.01%
100
GRFS icon
796
Grifois
GRFS
$6.29B
$14K ﹤0.01%
874
HES
797
DELISTED
Hess
HES
$14K ﹤0.01%
292
-20
IAC icon
798
IAC Inc
IAC
$2.86B
$14K ﹤0.01%
1,259
PPL icon
799
PPL Corp
PPL
$26.8B
$14K ﹤0.01%
424
TER icon
800
Teradyne
TER
$37.8B
$14K ﹤0.01%
+671