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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
OIH icon
826
VanEck Oil Services ETF
OIH
$2.18B
$13K ﹤0.01%
25
-40
PARA
827
DELISTED
Paramount Global Class B
PARA
$13K ﹤0.01%
285
+142
MJN
828
DELISTED
Mead Johnson Nutrition Company
MJN
$13K ﹤0.01%
159
CTSH icon
829
Cognizant
CTSH
$20.7B
$12K ﹤0.01%
202
LEA icon
830
Lear
LEA
$7B
$12K ﹤0.01%
+100
ADAM
831
Adamas Trust
ADAM
$820M
$12K ﹤0.01%
559
AOR icon
832
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$12K ﹤0.01%
310
BIDU icon
833
Baidu
BIDU
$38B
$12K ﹤0.01%
62
-3
BXMT icon
834
Blackstone Mortgage Trust
BXMT
$3.05B
$12K ﹤0.01%
466
RIO icon
835
Rio Tinto
RIO
$163B
$12K ﹤0.01%
400
SNN icon
836
Smith & Nephew
SNN
$12.7B
$12K ﹤0.01%
351
-793
STE icon
837
Steris
STE
$19.7B
$12K ﹤0.01%
165
+40
STLA icon
838
Stellantis
STLA
$18.4B
$12K ﹤0.01%
+1,282
TEL icon
839
TE Connectivity
TEL
$63.5B
$12K ﹤0.01%
186
-250
TOL icon
840
Toll Brothers
TOL
$14.6B
$12K ﹤0.01%
350
-839
TWO
841
Two Harbors Investment
TWO
$1.29B
$12K ﹤0.01%
183
TXT icon
842
Textron
TXT
$15.6B
$12K ﹤0.01%
289
-6,600
WELL icon
843
Welltower
WELL
$146B
$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
RPM icon
847
RPM International
RPM
$13.8B
$11K ﹤0.01%
250
-24
TEX icon
848
Terex
TEX
$7.63B
$11K ﹤0.01%
575
+350
TGNA
849
DELISTED
TEGNA Inc
TGNA
$11K ﹤0.01%
648
TROX icon
850
Tronox
TROX
$1.18B
$11K ﹤0.01%
+2,900