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
SBNY
926
DELISTED
Signature Bank
SBNY
$9K ﹤0.01%
59
MCO icon
927
Moody's
MCO
$78.3B
$8K ﹤0.01%
79
ACIW icon
928
ACI Worldwide
ACIW
$4.05B
$8K ﹤0.01%
+360
CEF icon
929
Sprott Physical Gold and Silver Trust
CEF
$8.71B
$8K ﹤0.01%
800
CSM icon
930
ProShares Large Cap Core Plus
CSM
$465M
$8K ﹤0.01%
308
DECK icon
931
Deckers Outdoor
DECK
$15B
$8K ﹤0.01%
+1,032
EWBC icon
932
East-West Bancorp
EWBC
$14.4B
$8K ﹤0.01%
+204
FCO
933
abrdn Global Income Fund
FCO
$44.6M
$8K ﹤0.01%
1,000
FMS icon
934
Fresenius Medical Care
FMS
$12.5B
$8K ﹤0.01%
200
FWONK icon
935
Liberty Media Series C
FWONK
$21.4B
$8K ﹤0.01%
283
-381
GT icon
936
Goodyear
GT
$1.85B
$8K ﹤0.01%
239
HOG icon
937
Harley-Davidson
HOG
$1.95B
$8K ﹤0.01%
168
+11
IEV icon
938
iShares Europe ETF
IEV
$1.6B
$8K ﹤0.01%
207
NWL icon
939
Newell Brands
NWL
$1.54B
$8K ﹤0.01%
175
RPG icon
940
Invesco S&P 500 Pure Growth ETF
RPG
$1.62B
$8K ﹤0.01%
500
SOR
941
Source Capital
SOR
$380M
$8K ﹤0.01%
+123
WRB icon
942
W.R. Berkley
WRB
$25.2B
$8K ﹤0.01%
489
RJI
943
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
$8K ﹤0.01%
1,724
GM.WS.B
944
DELISTED
General Motors Company
GM.WS.B
$8K ﹤0.01%
466
WGL
945
DELISTED
Wgl Holdings
WGL
$8K ﹤0.01%
123
NSR
946
DELISTED
Neustar Inc
NSR
$8K ﹤0.01%
+335
SHPG
947
DELISTED
Shire pic
SHPG
$8K ﹤0.01%
+41
CBA
948
DELISTED
ClearBridge American Energy MLP
CBA
$8K ﹤0.01%
+1,000
KGC icon
949
Kinross Gold
KGC
$31.5B
$7K ﹤0.01%
3,752
MRTN icon
950
Marten Transport
MRTN
$943M
$7K ﹤0.01%
1,040