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
BABA icon
801
Alibaba
BABA
$318B
$13K ﹤0.01%
166
-94
BXMT icon
802
Blackstone Mortgage Trust
BXMT
$3.26B
$13K ﹤0.01%
466
BXP icon
803
Boston Properties
BXP
$8.76B
$13K ﹤0.01%
100
-304
EAT icon
804
Brinker International
EAT
$6.14B
$13K ﹤0.01%
288
HBI
805
DELISTED
Hanesbrands
HBI
$13K ﹤0.01%
471
+159
ICF icon
806
iShares Select U.S. REIT ETF
ICF
$2.1B
$13K ﹤0.01%
252
IFN
807
Aberdeen India Fund, Inc.
IFN
$516M
$13K ﹤0.01%
553
IWO icon
808
iShares Russell 2000 Growth ETF
IWO
$13.1B
$13K ﹤0.01%
100
-1,436
KGC icon
809
Kinross Gold
KGC
$40.8B
$13K ﹤0.01%
3,752
MANH icon
810
Manhattan Associates
MANH
$8.87B
$13K ﹤0.01%
220
OIH icon
811
VanEck Oil Services ETF
OIH
$2.47B
$13K ﹤0.01%
25
PARA
812
DELISTED
Paramount Global Class B
PARA
$13K ﹤0.01%
242
-43
PPL icon
813
PPL Corp
PPL
$28.7B
$13K ﹤0.01%
332
-92
SOXX icon
814
iShares Semiconductor ETF
SOXX
$21.6B
$13K ﹤0.01%
450
TFC icon
815
Truist Financial
TFC
$62.2B
$13K ﹤0.01%
399
-26
URI icon
816
United Rentals
URI
$52.5B
$13K ﹤0.01%
205
+65
AVP
817
DELISTED
Avon Products, Inc.
AVP
$13K ﹤0.01%
2,654
GHDX
818
DELISTED
Genomic Health, Inc.
GHDX
$13K ﹤0.01%
531
APC
819
DELISTED
Anadarko Petroleum
APC
$13K ﹤0.01%
270
-365
AEP icon
820
American Electric Power
AEP
$72.2B
$12K ﹤0.01%
187
-200
AMP icon
821
Ameriprise Financial
AMP
$42.5B
$12K ﹤0.01%
128
-500
AOR icon
822
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.36B
$12K ﹤0.01%
310
EES icon
823
WisdomTree US SmallCap Earnings Fund
EES
$665M
$12K ﹤0.01%
450
J icon
824
Jacobs Solutions
J
$16.3B
$12K ﹤0.01%
336
-29
KIM icon
825
Kimco Realty
KIM
$15.9B
$12K ﹤0.01%
400
31 32
33
34 35