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
FBIN icon
1076
Fortune Brands Innovations
FBIN
$4.78B
$3K ﹤0.01%
54
-3,744
FE icon
1077
FirstEnergy
FE
$27.1B
$3K ﹤0.01%
+81
HEDJ icon
1078
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.78B
$3K ﹤0.01%
98
-596
ZG icon
1079
Zillow
ZG
$10.4B
$3K ﹤0.01%
100
AIZ icon
1080
Assurant
AIZ
$11.5B
$3K ﹤0.01%
35
ANSS
1081
DELISTED
Ansys
ANSS
$3K ﹤0.01%
34
HLIT icon
1082
Harmonic Inc
HLIT
$1.28B
$3K ﹤0.01%
+700
IRM icon
1083
Iron Mountain
IRM
$37.8B
$3K ﹤0.01%
98
-347
LBRDK icon
1084
Liberty Broadband Class C
LBRDK
$5.75B
$3K ﹤0.01%
50
-67
MLM icon
1085
Martin Marietta Materials
MLM
$37B
$3K ﹤0.01%
23
+6
NOW icon
1086
ServiceNow
NOW
$94B
$3K ﹤0.01%
180
PFXF icon
1087
VanEck Preferred Securities ex Financials ETF
PFXF
$2.26B
$3K ﹤0.01%
172
PH icon
1088
Parker-Hannifin
PH
$111B
$3K ﹤0.01%
30
+15
PNW icon
1089
Pinnacle West Capital
PNW
$12.5B
$3K ﹤0.01%
45
SABR icon
1090
Sabre
SABR
$731M
$3K ﹤0.01%
100
SBH icon
1091
Sally Beauty Holdings
SBH
$1.36B
$3K ﹤0.01%
93
+28
SPFF icon
1092
Global X SuperIncome Preferred ETF
SPFF
$130M
$3K ﹤0.01%
248
-458
ST icon
1093
Sensata Technologies
ST
$6.14B
$3K ﹤0.01%
68
SYK icon
1094
Stryker
SYK
$113B
$3K ﹤0.01%
30
-85
TV icon
1095
Televisa
TV
$1.53B
$3K ﹤0.01%
+126
VRP icon
1096
Invesco Variable Rate Preferred ETF
VRP
$2.45B
$3K ﹤0.01%
143
REED
1097
DELISTED
Reeds, Inc. Common Stock
REED
$3K ﹤0.01%
10
AMTD
1098
DELISTED
TD Ameritrade Holding Corp
AMTD
$3K ﹤0.01%
92
+30
TE
1099
DELISTED
TECO ENERGY INC
TE
$3K ﹤0.01%
96
-30
MHFI
1100
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$3K ﹤0.01%
35