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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
VXUS icon
801
Vanguard Total International Stock ETF
VXUS
$155B
$14K ﹤0.01%
303
-16
VYX icon
802
NCR Voyix
VYX
$1.03B
$14K ﹤0.01%
+942
WERN icon
803
Werner Enterprises
WERN
$2.44B
$14K ﹤0.01%
601
XHB icon
804
State Street SPDR S&P Homebuilders ETF
XHB
$1.65B
$14K ﹤0.01%
400
CTLT
805
DELISTED
CATALENT, INC.
CTLT
$14K ﹤0.01%
569
EFF
806
DELISTED
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
$14K ﹤0.01%
+1,000
POT
807
DELISTED
Potash Corp Of Saskatchewan
POT
$14K ﹤0.01%
800
-494
CYS
808
DELISTED
CYS Investments Inc.
CYS
$14K ﹤0.01%
1,936
FMC icon
809
FMC
FMC
$1.44B
$13K ﹤0.01%
+385
FNV icon
810
Franco-Nevada
FNV
$42.3B
$13K ﹤0.01%
287
ICF icon
811
iShares Select U.S. REIT ETF
ICF
$2.03B
$13K ﹤0.01%
252
IFN
812
Aberdeen India Fund
IFN
$499M
$13K ﹤0.01%
553
INFY icon
813
Infosys
INFY
$42.8B
$13K ﹤0.01%
1,600
-640
INO icon
814
Inovio Pharmaceuticals
INO
$91.3M
$13K ﹤0.01%
167
J icon
815
Jacobs Solutions
J
$14.3B
$13K ﹤0.01%
365
-121
PNF
816
DELISTED
PIMCO New York Municipal Income Fund
PNF
$13K ﹤0.01%
1,120
SOXX icon
817
iShares Semiconductor ETF
SOXX
$46.4B
$13K ﹤0.01%
+450
STT icon
818
State Street
STT
$46.6B
$13K ﹤0.01%
194
XYZ
819
Block Inc
XYZ
$44.5B
$13K ﹤0.01%
+1,000
PACW
820
DELISTED
PacWest Bancorp
PACW
$13K ﹤0.01%
300
-704
NWHM
821
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$13K ﹤0.01%
1,000
AFSI
822
DELISTED
AmTrust Financial Services, Inc.
AFSI
$13K ﹤0.01%
410
ATO icon
823
Atmos Energy
ATO
$28.4B
$13K ﹤0.01%
200
MTN icon
824
Vail Resorts
MTN
$5.16B
$13K ﹤0.01%
+100
OI icon
825
O-I Glass
OI
$1.41B
$13K ﹤0.01%
+731
31 32
33
34 35