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
CMA
951
DELISTED
Comerica
CMA
$7K ﹤0.01%
157
CNQ icon
952
Canadian Natural Resources
CNQ
$98B
$7K ﹤0.01%
631
+75
CXW icon
953
CoreCivic
CXW
$2.04B
$7K ﹤0.01%
+267
DCI icon
954
Donaldson
DCI
$9.99B
$7K ﹤0.01%
+238
DSL
955
DoubleLine Income Solutions Fund
DSL
$1.28B
$7K ﹤0.01%
415
-11,600
DVN icon
956
Devon Energy
DVN
$31.4B
$7K ﹤0.01%
230
+115
EWA icon
957
iShares MSCI Australia ETF
EWA
$1.36B
$7K ﹤0.01%
350
-500
EXP icon
958
Eagle Materials
EXP
$6.63B
$7K ﹤0.01%
+113
HXL icon
959
Hexcel
HXL
$6.96B
$7K ﹤0.01%
147
IGV icon
960
iShares Expanded Tech-Software Sector ETF
IGV
$12.5B
$7K ﹤0.01%
350
KGC icon
961
Kinross Gold
KGC
$35.3B
$7K ﹤0.01%
3,752
MAN icon
962
ManpowerGroup
MAN
$1.42B
$7K ﹤0.01%
+80
MRTN icon
963
Marten Transport
MRTN
$1.24B
$7K ﹤0.01%
1,040
PB icon
964
Prosperity Bancshares
PB
$6.99B
$7K ﹤0.01%
+139
PBD icon
965
Invesco Global Clean Energy ETF
PBD
$211M
$7K ﹤0.01%
600
PBI icon
966
Pitney Bowes
PBI
$2.23B
$7K ﹤0.01%
+339
PZA icon
967
Invesco National AMT-Free Municipal Bond ETF
PZA
$4B
$7K ﹤0.01%
282
RACE icon
968
Ferrari
RACE
$60.2B
$7K ﹤0.01%
+140
SIM icon
969
Grupo SIMEC
SIM
$4.3B
$7K ﹤0.01%
+1,000
SKT icon
970
Tanger
SKT
$4.18B
$7K ﹤0.01%
+207
STWD icon
971
Starwood Property Trust
STWD
$6.78B
$7K ﹤0.01%
+345
STZ icon
972
Constellation Brands
STZ
$26.3B
$7K ﹤0.01%
47
TECH icon
973
Bio-Techne
TECH
$8.61B
$7K ﹤0.01%
+300
THC icon
974
Tenet Healthcare
THC
$16.1B
$7K ﹤0.01%
+221
VHT icon
975
Vanguard Health Care ETF
VHT
$16.1B
$7K ﹤0.01%
50
-50