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
WWE
1026
DELISTED
World Wrestling Entertainment
WWE
$5K ﹤0.01%
+300
CHFN
1027
DELISTED
Charter Financial Corp
CHFN
$5K ﹤0.01%
+400
RAX
1028
DELISTED
Rackspace Hosting Inc
RAX
$5K ﹤0.01%
185
-875
BDBD
1029
DELISTED
BOULDER BRANDS INC
BDBD
$5K ﹤0.01%
500
SIVB
1030
DELISTED
SVB Financial Group
SIVB
$5K ﹤0.01%
42
DOC
1031
DELISTED
PHYSICIANS REALTY TRUST
DOC
$5K ﹤0.01%
322
GCI
1032
DELISTED
Gannett Co., Inc
GCI
$4K ﹤0.01%
222
-1,000
ADSK icon
1033
Autodesk
ADSK
$52.4B
$4K ﹤0.01%
62
AIV
1034
Aimco
AIV
$603M
$4K ﹤0.01%
661
APH icon
1035
Amphenol
APH
$157B
$4K ﹤0.01%
320
BSX icon
1036
Boston Scientific
BSX
$106B
$4K ﹤0.01%
196
-890
CC icon
1037
Chemours
CC
$2.86B
$4K ﹤0.01%
759
-410
CHT icon
1038
Chunghwa Telecom
CHT
$33.4B
$4K ﹤0.01%
143
CORN icon
1039
Teucrium Corn Fund
CORN
$100M
$4K ﹤0.01%
+200
EBAY icon
1040
eBay
EBAY
$41.1B
$4K ﹤0.01%
144
-670
ERIC icon
1041
Ericsson
ERIC
$38.2B
$4K ﹤0.01%
+373
EXG icon
1042
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.74B
$4K ﹤0.01%
+438
FWONA icon
1043
Liberty Media Series A
FWONA
$19.5B
$4K ﹤0.01%
149
-201
HYD icon
1044
VanEck High Yield Muni ETF
HYD
$4.13B
$4K ﹤0.01%
60
-146
ILCG icon
1045
iShares Morningstar Growth ETF
ILCG
$2.73B
$4K ﹤0.01%
160
LBTYA icon
1046
Liberty Global Class A
LBTYA
$3.98B
$4K ﹤0.01%
109
LHX icon
1047
L3Harris
LHX
$68.8B
$4K ﹤0.01%
46
MGF
1048
MFS Government Markets Income Trust
MGF
$96.5M
$4K ﹤0.01%
766
-855
NOK icon
1049
Nokia
NOK
$46.7B
$4K ﹤0.01%
500
OMC icon
1050
Omnicom Group
OMC
$23.6B
$4K ﹤0.01%
47
-77