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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
AMTD
1076
DELISTED
TD Ameritrade Holding Corp
AMTD
$3K ﹤0.01%
92
+30
TE
1077
DELISTED
TECO ENERGY INC
TE
$3K ﹤0.01%
96
-30
MHFI
1078
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$3K ﹤0.01%
35
AIZ icon
1079
Assurant
AIZ
$12.9B
$3K ﹤0.01%
35
ANSS
1080
DELISTED
Ansys
ANSS
$3K ﹤0.01%
34
CRT
1081
Cross Timbers Royalty Trust
CRT
$54.7M
$3K ﹤0.01%
200
DJP icon
1082
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$760M
$3K ﹤0.01%
+135
EMBJ
1083
Embraer S.A. ADS
EMBJ
$10.9B
$3K ﹤0.01%
100
ETR icon
1084
Entergy
ETR
$51B
$3K ﹤0.01%
100
EW icon
1085
Edwards Lifesciences
EW
$50.4B
$3K ﹤0.01%
120
LBRDK icon
1086
Liberty Broadband Class C
LBRDK
$4.37B
$3K ﹤0.01%
50
-67
MLM icon
1087
Martin Marietta Materials
MLM
$36.6B
$3K ﹤0.01%
23
+6
NOW icon
1088
ServiceNow
NOW
$98.9B
$3K ﹤0.01%
180
PFXF icon
1089
VanEck Preferred Securities ex Financials ETF
PFXF
$2.47B
$3K ﹤0.01%
172
PH icon
1090
Parker-Hannifin
PH
$120B
$3K ﹤0.01%
30
+15
PNW icon
1091
Pinnacle West Capital
PNW
$12.4B
$3K ﹤0.01%
45
SABR icon
1092
Sabre
SABR
$747M
$3K ﹤0.01%
100
SBH icon
1093
Sally Beauty Holdings
SBH
$1.31B
$3K ﹤0.01%
93
+28
SPFF icon
1094
Global X SuperIncome Preferred ETF
SPFF
$142M
$3K ﹤0.01%
248
-458
ST icon
1095
Sensata Technologies
ST
$7.38B
$3K ﹤0.01%
68
SYK icon
1096
Stryker
SYK
$119B
$3K ﹤0.01%
30
-85
TV icon
1097
Televisa
TV
$1.57B
$3K ﹤0.01%
+126
VRP icon
1098
Invesco Variable Rate Preferred ETF
VRP
$2.94B
$3K ﹤0.01%
143
ZG icon
1099
Zillow
ZG
$7.42B
$3K ﹤0.01%
100
REED
1100
DELISTED
Reeds, Inc. Common Stock
REED
$3K ﹤0.01%
10
42 43
44
45 46