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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
HPQ icon
1026
HP
HPQ
$21.5B
$5K ﹤0.01%
459
-76
HURC icon
1027
Hurco Companies Inc
HURC
$142M
$5K ﹤0.01%
+200
LULU icon
1028
lululemon athletica
LULU
$12.7B
$5K ﹤0.01%
100
EDF
1029
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$182M
$5K ﹤0.01%
444
-453
EEMV icon
1030
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.76B
$5K ﹤0.01%
+100
EMN icon
1031
Eastman Chemical
EMN
$8.29B
$5K ﹤0.01%
75
GCI
1032
DELISTED
Gannett Co., Inc
GCI
$4K ﹤0.01%
222
-1,000
ADSK icon
1033
Autodesk
ADSK
$40.9B
$4K ﹤0.01%
62
AIV
1034
Aimco
AIV
$417M
$4K ﹤0.01%
661
APH icon
1035
Amphenol
APH
$202B
$4K ﹤0.01%
320
JJP
1036
DELISTED
iPath Bloomberg Precious Metals Subindex Total Return ETN due June 24, 2038
JJP
$4K ﹤0.01%
82
CPN
1037
DELISTED
Calpine Corporation
CPN
$4K ﹤0.01%
+280
FPRX
1038
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$4K ﹤0.01%
+100
BSX icon
1039
Boston Scientific
BSX
$67.3B
$4K ﹤0.01%
196
-890
CC icon
1040
Chemours
CC
$3.27B
$4K ﹤0.01%
759
-410
CHT icon
1041
Chunghwa Telecom
CHT
$35.2B
$4K ﹤0.01%
143
CORN icon
1042
Teucrium Corn Fund
CORN
$229M
$4K ﹤0.01%
+200
EBAY icon
1043
eBay
EBAY
$48.1B
$4K ﹤0.01%
144
-670
ERIC icon
1044
Ericsson
ERIC
$37.8B
$4K ﹤0.01%
+373
EXG icon
1045
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.94B
$4K ﹤0.01%
+438
FWONA icon
1046
Liberty Media Series A
FWONA
$21.1B
$4K ﹤0.01%
149
-201
HYD icon
1047
VanEck High Yield Muni ETF
HYD
$4.45B
$4K ﹤0.01%
60
-146
ILCG icon
1048
iShares Morningstar Growth ETF
ILCG
$3.22B
$4K ﹤0.01%
160
LBTYA icon
1049
Liberty Global Class A
LBTYA
$3.79B
$4K ﹤0.01%
109
LHX icon
1050
L3Harris
LHX
$54.9B
$4K ﹤0.01%
46
40 41
42
43 44