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
NOW icon
1026
ServiceNow
NOW
$119B
$3K ﹤0.01%
245
+65
PFXF icon
1027
VanEck Preferred Securities ex Financials ETF
PFXF
$2.24B
$3K ﹤0.01%
172
PINC
1028
DELISTED
Premier
PINC
$3K ﹤0.01%
81
+26
PNR icon
1029
Pentair
PNR
$15.8B
$3K ﹤0.01%
91
-36
SABR icon
1030
Sabre
SABR
$786M
$3K ﹤0.01%
100
SBH icon
1031
Sally Beauty Holdings
SBH
$1.5B
$3K ﹤0.01%
93
SPFF icon
1032
Global X SuperIncome Preferred ETF
SPFF
$128M
$3K ﹤0.01%
248
ST icon
1033
Sensata Technologies
ST
$5.09B
$3K ﹤0.01%
68
TNL icon
1034
Travel + Leisure Co
TNL
$4.68B
$3K ﹤0.01%
+78
TV icon
1035
Televisa
TV
$1.54B
$3K ﹤0.01%
126
VRP icon
1036
Invesco Variable Rate Preferred ETF
VRP
$2.43B
$3K ﹤0.01%
143
YELP icon
1037
Yelp
YELP
$1.46B
$3K ﹤0.01%
140
-46
QVCGA
1038
QVC Group Inc Series A
QVCGA
$27.3M
$3K ﹤0.01%
3
MDRX
1039
DELISTED
Veradigm Inc. Common Stock
MDRX
$3K ﹤0.01%
+240
ZNGA
1040
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$3K ﹤0.01%
1,522
SPRT
1041
DELISTED
support.com, Inc.
SPRT
$3K ﹤0.01%
1,333
+1,000
HDS
1042
DELISTED
HD Supply Holdings, Inc.
HDS
$3K ﹤0.01%
83
AMTD
1043
DELISTED
TD Ameritrade Holding Corp
AMTD
$3K ﹤0.01%
92
HIVE
1044
DELISTED
Aerohive Networks
HIVE
$3K ﹤0.01%
592
+364
ANDV
1045
DELISTED
Andeavor
ANDV
$3K ﹤0.01%
+33
BCS.PRA.CL
1046
DELISTED
Barclays Bank Plc Series 3
BCS.PRA.CL
$3K ﹤0.01%
127
AER icon
1047
AerCap
AER
$24.4B
$2K ﹤0.01%
45
AJG icon
1048
Arthur J. Gallagher & Co
AJG
$58B
$2K ﹤0.01%
38
APH icon
1049
Amphenol
APH
$163B
$2K ﹤0.01%
168
-152
ASHR icon
1050
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.79B
$2K ﹤0.01%
+100