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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
CRI icon
876
Carter's
CRI
$1.57B
$10K ﹤0.01%
+108
CVLT icon
877
Commault Systems
CVLT
$5.36B
$10K ﹤0.01%
+260
DBL
878
DoubleLine Opportunistic Credit Fund
DBL
$284M
$10K ﹤0.01%
+410
EFX icon
879
Equifax
EFX
$18.3B
$10K ﹤0.01%
+91
JKHY icon
880
Jack Henry & Associates
JKHY
$8.97B
$10K ﹤0.01%
125
KEY icon
881
KeyCorp
KEY
$24.4B
$10K ﹤0.01%
730
+663
MS icon
882
Morgan Stanley
MS
$352B
$10K ﹤0.01%
315
MTH icon
883
Meritage Homes
MTH
$5.05B
$10K ﹤0.01%
+600
ON icon
884
ON Semiconductor
ON
$47.3B
$10K ﹤0.01%
1,000
OXLC
885
Oxford Lane Capital
OXLC
$812M
$10K ﹤0.01%
210
PBR.A icon
886
Petrobras Class A
PBR.A
$96.6B
$10K ﹤0.01%
+3,000
PIO icon
887
Invesco Global Water ETF
PIO
$275M
$10K ﹤0.01%
500
QLTA icon
888
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.47B
$10K ﹤0.01%
193
-74
RSG icon
889
Republic Services
RSG
$63.1B
$10K ﹤0.01%
223
+203
RWX icon
890
State Street SPDR Dow Jones International Real Estate ETF
RWX
$270M
$10K ﹤0.01%
251
+81
ELRC
891
DELISTED
ELECTRO RENT CORP
ELRC
$10K ﹤0.01%
+1,100
WES
892
DELISTED
Western Gas Partners Lp
WES
$10K ﹤0.01%
200
-1,800
BT
893
DELISTED
BT Group plc (ADR)
BT
$10K ﹤0.01%
+301
INVN
894
DELISTED
Invensense Inc
INVN
$10K ﹤0.01%
1,000
+700
SVC
895
Service Properties Trust
SVC
$1.09B
$10K ﹤0.01%
370
-456
URI icon
896
United Rentals
URI
$67.5B
$10K ﹤0.01%
140
VIS icon
897
Vanguard Industrials ETF
VIS
$8.09B
$10K ﹤0.01%
100
BEAV
898
DELISTED
B/E Aerospace Inc
BEAV
$10K ﹤0.01%
246
ENH
899
DELISTED
Endurance Specialty Holdings Ltd
ENH
$10K ﹤0.01%
+158
SBW
900
DELISTED
Western Asset Worldwide Income
SBW
$10K ﹤0.01%
1,000
34 35
36
37 38