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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
SPLS
1101
DELISTED
Staples Inc
SPLS
$3K ﹤0.01%
307
+237
BCS.PRA.CL
1102
DELISTED
Barclays Bank Plc Series 3
BCS.PRA.CL
$3K ﹤0.01%
127
-157
GOLD
1103
DELISTED
Randgold Resources Ltd
GOLD
$3K ﹤0.01%
+50
SPLK
1104
DELISTED
Splunk Inc
SPLK
$2K ﹤0.01%
36
-300
DG icon
1105
Dollar General
DG
$24.9B
$2K ﹤0.01%
24
GL icon
1106
Globe Life
GL
$13.2B
$2K ﹤0.01%
31
PINC
1107
DELISTED
Premier
PINC
$2K ﹤0.01%
55
+25
PSA icon
1108
Public Storage
PSA
$56.1B
$2K ﹤0.01%
10
RHI icon
1109
Robert Half
RHI
$3.23B
$2K ﹤0.01%
45
-185
SJM icon
1110
J.M. Smucker
SJM
$12B
$2K ﹤0.01%
13
-60
WYNN icon
1111
Wynn Resorts
WYNN
$11B
$2K ﹤0.01%
+23
PXD
1112
DELISTED
Pioneer Natural Resource Co.
PXD
$2K ﹤0.01%
12
MBII
1113
DELISTED
Marrone Bio Innovations, Inc.
MBII
$2K ﹤0.01%
1,500
FIT
1114
DELISTED
Fitbit, Inc. Class A common stock
FIT
$2K ﹤0.01%
55
+21
HDS
1115
DELISTED
HD Supply Holdings, Inc.
HDS
$2K ﹤0.01%
83
MNK
1116
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$2K ﹤0.01%
25
-31
DATA
1117
DELISTED
Tableau Software, Inc.
DATA
$2K ﹤0.01%
16
LLL
1118
DELISTED
L3 Technologies, Inc.
LLL
$2K ﹤0.01%
14
STJ
1119
DELISTED
St Jude Medical
STJ
$2K ﹤0.01%
36
ABEV icon
1120
Ambev
ABEV
$48.6B
$2K ﹤0.01%
555
ADM icon
1121
Archer Daniels Midland
ADM
$35.9B
$2K ﹤0.01%
55
-118
AER icon
1122
AerCap
AER
$22.9B
$2K ﹤0.01%
45
AJG icon
1123
Arthur J. Gallagher & Co
AJG
$54.4B
$2K ﹤0.01%
+38
AZO icon
1124
AutoZone
AZO
$50.3B
$2K ﹤0.01%
3
BALL icon
1125
Ball Corp
BALL
$15.5B
$2K ﹤0.01%
68
43 44
45
46 47