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
PACW
826
DELISTED
PacWest Bancorp
PACW
$13K ﹤0.01%
300
-704
AFSI
827
DELISTED
AmTrust Financial Services, Inc.
AFSI
$13K ﹤0.01%
410
MJN
828
DELISTED
Mead Johnson Nutrition Company
MJN
$13K ﹤0.01%
159
AOR icon
829
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.19B
$12K ﹤0.01%
310
BIDU icon
830
Baidu
BIDU
$52.7B
$12K ﹤0.01%
62
-3
BXMT icon
831
Blackstone Mortgage Trust
BXMT
$3.23B
$12K ﹤0.01%
466
CTSH icon
832
Cognizant
CTSH
$39.6B
$12K ﹤0.01%
202
LEA icon
833
Lear
LEA
$6.07B
$12K ﹤0.01%
+100
ADAM
834
Adamas Trust
ADAM
$722M
$12K ﹤0.01%
559
RIO icon
835
Rio Tinto
RIO
$182B
$12K ﹤0.01%
400
SNN icon
836
Smith & Nephew
SNN
$14.5B
$12K ﹤0.01%
351
-793
STE icon
837
Steris
STE
$25.8B
$12K ﹤0.01%
165
+40
STLA icon
838
Stellantis
STLA
$28.5B
$12K ﹤0.01%
+1,282
TEL icon
839
TE Connectivity
TEL
$65.4B
$12K ﹤0.01%
186
-250
TOL icon
840
Toll Brothers
TOL
$13.7B
$12K ﹤0.01%
350
-839
TWO
841
Two Harbors Investment
TWO
$1.19B
$12K ﹤0.01%
183
TXT icon
842
Textron
TXT
$15.5B
$12K ﹤0.01%
289
-6,600
WELL icon
843
Welltower
WELL
$129B
$12K ﹤0.01%
173
-14
SRCL
844
DELISTED
Stericycle Inc
SRCL
$12K ﹤0.01%
100
-82
GPT
845
DELISTED
Gramercy Property Trust
GPT
$12K ﹤0.01%
+517
MINC
846
DELISTED
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
$12K ﹤0.01%
254
-473
INCO icon
847
Columbia India Consumer ETF
INCO
$251M
$11K ﹤0.01%
331
-555
KIM icon
848
Kimco Realty
KIM
$14.3B
$11K ﹤0.01%
+400
ALGN icon
849
Align Technology
ALGN
$11.7B
$11K ﹤0.01%
161
+146
AMBA icon
850
Ambarella
AMBA
$2.76B
$11K ﹤0.01%
200
-100