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
PB icon
951
Prosperity Bancshares
PB
$6.49B
$7K ﹤0.01%
+139
PBD icon
952
Invesco Global Clean Energy ETF
PBD
$180M
$7K ﹤0.01%
600
PBI icon
953
Pitney Bowes
PBI
$1.5B
$7K ﹤0.01%
+339
PZA icon
954
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.69B
$7K ﹤0.01%
282
AVNS icon
955
Avanos Medical
AVNS
$629M
$7K ﹤0.01%
+212
CADE
956
DELISTED
Cadence Bank
CADE
$7K ﹤0.01%
+276
CMA
957
DELISTED
Comerica
CMA
$7K ﹤0.01%
157
CNQ icon
958
Canadian Natural Resources
CNQ
$104B
$7K ﹤0.01%
631
+75
CXW icon
959
CoreCivic
CXW
$1.98B
$7K ﹤0.01%
+267
DCI icon
960
Donaldson
DCI
$9.63B
$7K ﹤0.01%
+238
DSL
961
DoubleLine Income Solutions Fund
DSL
$1.25B
$7K ﹤0.01%
415
-11,600
DVN icon
962
Devon Energy
DVN
$30.5B
$7K ﹤0.01%
230
+115
EWA icon
963
iShares MSCI Australia ETF
EWA
$1.33B
$7K ﹤0.01%
350
-500
EXP icon
964
Eagle Materials
EXP
$5.6B
$7K ﹤0.01%
+113
HXL icon
965
Hexcel
HXL
$5.91B
$7K ﹤0.01%
147
IGV icon
966
iShares Expanded Tech-Software Sector ETF
IGV
$9.88B
$7K ﹤0.01%
350
MAN icon
967
ManpowerGroup
MAN
$1.27B
$7K ﹤0.01%
+80
RACE icon
968
Ferrari
RACE
$57B
$7K ﹤0.01%
+140
SIM icon
969
Grupo SIMEC
SIM
$7K ﹤0.01%
+1,000
SKT icon
970
Tanger
SKT
$4.05B
$7K ﹤0.01%
+207
STWD icon
971
Starwood Property Trust
STWD
$6.57B
$7K ﹤0.01%
+345
STZ icon
972
Constellation Brands
STZ
$26.2B
$7K ﹤0.01%
47
TECH icon
973
Bio-Techne
TECH
$7.99B
$7K ﹤0.01%
+300
THC icon
974
Tenet Healthcare
THC
$17.6B
$7K ﹤0.01%
+221
VHT icon
975
Vanguard Health Care ETF
VHT
$16.3B
$7K ﹤0.01%
50
-50