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
MCO icon
976
Moody's
MCO
$78.5B
$5K ﹤0.01%
56
-23
PVH icon
977
PVH
PVH
$3.6B
$5K ﹤0.01%
+55
ROBO icon
978
ROBO Global Robotics & Automation Index ETF
ROBO
$2B
$5K ﹤0.01%
200
RWX icon
979
State Street SPDR Dow Jones International Real Estate ETF
RWX
$261M
$5K ﹤0.01%
130
-121
SSYS icon
980
Stratasys
SSYS
$830M
$5K ﹤0.01%
205
RAD
981
DELISTED
Rite Aid Corporation
RAD
$5K ﹤0.01%
+32
VMEM
982
DELISTED
VIOLIN MEMORY, INC.
VMEM
$5K ﹤0.01%
2,463
ILCG icon
983
iShares Morningstar Growth ETF
ILCG
$3.25B
$4K ﹤0.01%
160
SBAC icon
984
SBA Communications
SBAC
$22B
$4K ﹤0.01%
35
SCI icon
985
Service Corp International
SCI
$9.63B
$4K ﹤0.01%
+181
SHAK icon
986
Shake Shack
SHAK
$2.15B
$4K ﹤0.01%
100
TAP icon
987
Molson Coors Class B
TAP
$7.21B
$4K ﹤0.01%
38
WDC icon
988
Western Digital
WDC
$198B
$4K ﹤0.01%
124
-330
BALL icon
989
Ball Corp
BALL
$14.1B
$4K ﹤0.01%
102
+34
BSX icon
990
Boston Scientific
BSX
$70.9B
$4K ﹤0.01%
196
CLDX icon
991
Celldex Therapeutics
CLDX
$2.34B
$4K ﹤0.01%
67
EMN icon
992
Eastman Chemical
EMN
$8.56B
$4K ﹤0.01%
60
-15
ESI icon
993
Element Solutions
ESI
$10.2B
$4K ﹤0.01%
+413
ETR icon
994
Entergy
ETR
$50B
$4K ﹤0.01%
100
EW icon
995
Edwards Lifesciences
EW
$50.4B
$4K ﹤0.01%
123
+3
FWONA icon
996
Liberty Media Series A
FWONA
$19.8B
$4K ﹤0.01%
149
HYD icon
997
VanEck High Yield Muni ETF
HYD
$4.31B
$4K ﹤0.01%
60
LBTYA icon
998
Liberty Global Class A
LBTYA
$3.93B
$4K ﹤0.01%
109
LHX icon
999
L3Harris
LHX
$57.7B
$4K ﹤0.01%
46
MLM icon
1000
Martin Marietta Materials
MLM
$34.9B
$4K ﹤0.01%
23
38 39
40
41 42