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
$427M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$2.62M
3 +$2.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.68M

Top Sells

1 +$1.36M
2 +$1.34M
3 +$1.33M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.31M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1M

Sector Composition

1 Technology 8.64%
2 Industrials 7.89%
3 Healthcare 6.21%
4 Financials 5.4%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SDLP
951
DELISTED
SEADRILL PARTNERS LLC
SDLP
$6K ﹤0.01%
+158
ADYX
952
DELISTED
Adynxx Inc
ADYX
$6K ﹤0.01%
114
BWLD
953
DELISTED
Buffalo Wild Wings, Inc.
BWLD
$6K ﹤0.01%
+42
ABCO
954
DELISTED
Advisory Board Co
ABCO
$6K ﹤0.01%
175
SCIN
955
DELISTED
Columbia India Small Cap ETF
SCIN
$6K ﹤0.01%
455
QGENF
956
DELISTED
QIAGEN NV
QGENF
$6K ﹤0.01%
250
-1,215
DOC
957
DELISTED
PHYSICIANS REALTY TRUST
DOC
$6K ﹤0.01%
322
EHTH icon
958
eHealth
EHTH
$46.3M
$5K ﹤0.01%
534
EPAM icon
959
EPAM Systems
EPAM
$5.08B
$5K ﹤0.01%
+64
IFF icon
960
International Flavors & Fragrances
IFF
$18.8B
$5K ﹤0.01%
+41
IWC icon
961
iShares Micro-Cap ETF
IWC
$1.44B
$5K ﹤0.01%
75
IYF icon
962
iShares US Financials ETF
IYF
$3.56B
$5K ﹤0.01%
108
AON icon
963
Aon
AON
$67.4B
$5K ﹤0.01%
49
-64
BNY
964
Bank of New York Mellon
BNY
$98.9B
$5K ﹤0.01%
149
-285
CC icon
965
Chemours
CC
$3.4B
$5K ﹤0.01%
652
-107
CCL icon
966
Carnival Corporation Ltd
CCL
$38.6B
$5K ﹤0.01%
100
-301
CFG icon
967
Citizens Financial Group
CFG
$26B
$5K ﹤0.01%
+224
CHT icon
968
Chunghwa Telecom
CHT
$34.8B
$5K ﹤0.01%
143
DB icon
969
Deutsche Bank
DB
$61.6B
$5K ﹤0.01%
+336
DINO icon
970
HF Sinclair
DINO
$13.2B
$5K ﹤0.01%
150
EEMV icon
971
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.68B
$5K ﹤0.01%
100
EVR icon
972
Evercore
EVR
$13.2B
$5K ﹤0.01%
+89
EWA icon
973
iShares MSCI Australia ETF
EWA
$1.45B
$5K ﹤0.01%
250
-100
EWY icon
974
iShares MSCI South Korea ETF
EWY
$24.1B
$5K ﹤0.01%
100
LII icon
975
Lennox International
LII
$17.9B
$5K ﹤0.01%
+36