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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
OIS icon
926
Oil States International
OIS
$479M
$9K ﹤0.01%
+331
MCO icon
927
Moody's
MCO
$78.7B
$8K ﹤0.01%
79
CEF icon
928
Sprott Physical Gold and Silver Trust
CEF
$8.01B
$8K ﹤0.01%
800
CSM icon
929
ProShares Large Cap Core Plus
CSM
$516M
$8K ﹤0.01%
308
DECK icon
930
Deckers Outdoor
DECK
$15.2B
$8K ﹤0.01%
+1,032
EWBC icon
931
East-West Bancorp
EWBC
$17.4B
$8K ﹤0.01%
+204
FCO
932
DELISTED
abrdn Global Income Fund
FCO
$8K ﹤0.01%
1,000
FMS icon
933
Fresenius Medical Care
FMS
$12.7B
$8K ﹤0.01%
200
FWONK icon
934
Liberty Media Series C
FWONK
$22.7B
$8K ﹤0.01%
283
-381
GT icon
935
Goodyear
GT
$1.78B
$8K ﹤0.01%
239
HOG icon
936
Harley-Davidson
HOG
$2.7B
$8K ﹤0.01%
168
+11
IEV icon
937
iShares Europe ETF
IEV
$1.73B
$8K ﹤0.01%
207
NWL icon
938
Newell Brands
NWL
$2.09B
$8K ﹤0.01%
175
RPG icon
939
Invesco S&P 500 Pure Growth ETF
RPG
$2.25B
$8K ﹤0.01%
500
SOR
940
Source Capital
SOR
$373M
$8K ﹤0.01%
+123
WRB icon
941
W.R. Berkley
WRB
$25B
$8K ﹤0.01%
489
RJI
942
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
$8K ﹤0.01%
1,724
GM.WS.B
943
DELISTED
General Motors Company
GM.WS.B
$8K ﹤0.01%
466
WGL
944
DELISTED
Wgl Holdings
WGL
$8K ﹤0.01%
123
NSR
945
DELISTED
Neustar Inc
NSR
$8K ﹤0.01%
+335
SHPG
946
DELISTED
Shire pic
SHPG
$8K ﹤0.01%
+41
CBA
947
DELISTED
ClearBridge American Energy MLP
CBA
$8K ﹤0.01%
+1,000
ACIW icon
948
ACI Worldwide
ACIW
$4.48B
$8K ﹤0.01%
+360
CMA
949
DELISTED
Comerica
CMA
$7K ﹤0.01%
157
CNQ icon
950
Canadian Natural Resources
CNQ
$85.6B
$7K ﹤0.01%
631
+75
36 37
38
39 40