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
AFSI
826
DELISTED
AmTrust Financial Services, Inc.
AFSI
$13K ﹤0.01%
410
MJN
827
DELISTED
Mead Johnson Nutrition Company
MJN
$13K ﹤0.01%
159
NWHM
828
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$13K ﹤0.01%
1,000
AOR icon
829
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.21B
$12K ﹤0.01%
310
BIDU icon
830
Baidu
BIDU
$40.9B
$12K ﹤0.01%
62
-3
BXMT icon
831
Blackstone Mortgage Trust
BXMT
$3.19B
$12K ﹤0.01%
466
CTSH icon
832
Cognizant
CTSH
$29.4B
$12K ﹤0.01%
202
LEA icon
833
Lear
LEA
$5.76B
$12K ﹤0.01%
+100
ADAM
834
Adamas Trust
ADAM
$711M
$12K ﹤0.01%
559
RIO icon
835
Rio Tinto
RIO
$138B
$12K ﹤0.01%
400
SNN icon
836
Smith & Nephew
SNN
$13.7B
$12K ﹤0.01%
351
-793
STE icon
837
Steris
STE
$21.4B
$12K ﹤0.01%
165
+40
STLA icon
838
Stellantis
STLA
$18.6B
$12K ﹤0.01%
+1,282
TEL icon
839
TE Connectivity
TEL
$57.8B
$12K ﹤0.01%
186
-250
TOL icon
840
Toll Brothers
TOL
$12.7B
$12K ﹤0.01%
350
-839
TWO
841
Two Harbors Investment
TWO
$1.13B
$12K ﹤0.01%
183
TXT icon
842
Textron
TXT
$15.3B
$12K ﹤0.01%
289
-6,600
WELL icon
843
Welltower
WELL
$145B
$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
KIM icon
847
Kimco Realty
KIM
$15.4B
$11K ﹤0.01%
+400
ALGN icon
848
Align Technology
ALGN
$12.7B
$11K ﹤0.01%
161
+146
AMBA icon
849
Ambarella
AMBA
$2.41B
$11K ﹤0.01%
200
-100
BKU icon
850
Bankunited
BKU
$3.15B
$11K ﹤0.01%
295