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
TRMK icon
776
Trustmark
TRMK
$2.64B
$15K ﹤0.01%
654
VPL icon
777
Vanguard FTSE Pacific ETF
VPL
$8.19B
$15K ﹤0.01%
263
WAFD icon
778
WaFd
WAFD
$2.62B
$15K ﹤0.01%
+634
WBD icon
779
Warner Bros
WBD
$67.6B
$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
CFR icon
788
Cullen/Frost Bankers
CFR
$8.81B
$14K ﹤0.01%
240
+220
EFF
789
DELISTED
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
$14K ﹤0.01%
+1,000
CABO icon
790
Cable One
CABO
$425M
$14K ﹤0.01%
32
DXCM icon
791
DexCom
DXCM
$23.7B
$14K ﹤0.01%
676
+76
EAT icon
792
Brinker International
EAT
$6.35B
$14K ﹤0.01%
288
+7
EPR icon
793
EPR Properties
EPR
$4.23B
$14K ﹤0.01%
245
FULT icon
794
Fulton Financial
FULT
$4.16B
$14K ﹤0.01%
+1,090
FXB icon
795
Invesco CurrencyShares British Pound Sterling Trust
FXB
$78.3M
$14K ﹤0.01%
100
GRFS icon
796
Grifois
GRFS
$5.6B
$14K ﹤0.01%
874
HES
797
DELISTED
Hess
HES
$14K ﹤0.01%
292
-20
IAC icon
798
IAC Inc
IAC
$3.37B
$14K ﹤0.01%
1,259
PPL icon
799
PPL Corp
PPL
$28.3B
$14K ﹤0.01%
424
TER icon
800
Teradyne
TER
$54.1B
$14K ﹤0.01%
+671