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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
MGF
1051
MFS Government Markets Income Trust
MGF
$92.9M
$4K ﹤0.01%
766
-855
NOK icon
1052
Nokia
NOK
$74.4B
$4K ﹤0.01%
500
OMC icon
1053
Omnicom Group
OMC
$20.9B
$4K ﹤0.01%
47
-77
PLD icon
1054
Prologis
PLD
$131B
$4K ﹤0.01%
94
PNR icon
1055
Pentair
PNR
$12.1B
$4K ﹤0.01%
127
-87
PPG icon
1056
PPG Industries
PPG
$26.6B
$4K ﹤0.01%
44
-384
RH icon
1057
RH
RH
$2.79B
$4K ﹤0.01%
50
-150
SAP icon
1058
SAP
SAP
$181B
$4K ﹤0.01%
+53
SBAC icon
1059
SBA Communications
SBAC
$20B
$4K ﹤0.01%
35
SHAK icon
1060
Shake Shack
SHAK
$2.35B
$4K ﹤0.01%
100
SIL icon
1061
Global X Silver Miners ETF NEW
SIL
$4.54B
$4K ﹤0.01%
233
-334
TAP icon
1062
Molson Coors Class B
TAP
$7.41B
$4K ﹤0.01%
38
UYG icon
1063
ProShares Ultra Financials
UYG
$745M
$4K ﹤0.01%
180
-13,026
VRTX icon
1064
Vertex Pharmaceuticals
VRTX
$115B
$4K ﹤0.01%
33
CCEC
1065
Capital Clean Energy Carriers
CCEC
$1.21B
$4K ﹤0.01%
106
QVCGA
1066
DELISTED
QVC Group Inc Series A
QVCGA
$4K ﹤0.01%
3
ZNGA
1067
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$4K ﹤0.01%
1,522
KYE
1068
DELISTED
Kayne Anderson Energy
KYE
$4K ﹤0.01%
499
EWH icon
1069
iShares MSCI Hong Kong ETF
EWH
$1.14B
$3K ﹤0.01%
160
-244
FANG icon
1070
Diamondback Energy
FANG
$51.5B
$3K ﹤0.01%
42
FBIN icon
1071
Fortune Brands Innovations
FBIN
$5.13B
$3K ﹤0.01%
54
-3,744
FE icon
1072
FirstEnergy
FE
$26.9B
$3K ﹤0.01%
+81
HEDJ icon
1073
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$3K ﹤0.01%
98
-596
HLIT icon
1074
Harmonic Inc
HLIT
$1.63B
$3K ﹤0.01%
+700
IRM icon
1075
Iron Mountain
IRM
$38.1B
$3K ﹤0.01%
98
-347