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
$427M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$2.62M
3 +$2.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.68M

Top Sells

1 +$1.36M
2 +$1.34M
3 +$1.33M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.31M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1M

Sector Composition

1 Technology 8.64%
2 Industrials 7.89%
3 Healthcare 6.21%
4 Financials 5.4%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPIB icon
1126
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$1K ﹤0.01%
+34
TRIP icon
1127
TripAdvisor
TRIP
$1.18B
$1K ﹤0.01%
20
TRUP icon
1128
Trupanion
TRUP
$1.23B
$1K ﹤0.01%
+100
CPAY icon
1129
Corpay
CPAY
$23.2B
$1K ﹤0.01%
9
MBII
1130
DELISTED
Marrone Bio Innovations, Inc.
MBII
$1K ﹤0.01%
1,500
CDK
1131
DELISTED
CDK Global, Inc.
CDK
$1K ﹤0.01%
14
-9
DISCK
1132
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$1K ﹤0.01%
+50
MNK
1133
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$1K ﹤0.01%
21
-4
S
1134
DELISTED
Sprint Corporation
S
$1K ﹤0.01%
+261
WP
1135
DELISTED
Worldpay, Inc.
WP
$1K ﹤0.01%
12
-27,252
ULTI
1136
DELISTED
Ultimate Software Group Inc
ULTI
$1K ﹤0.01%
+6
PUW
1137
DELISTED
Invesco WilderHill Progressive Energy ETF
PUW
$1K ﹤0.01%
40
COL
1138
DELISTED
Rockwell Collins
COL
$1K ﹤0.01%
8
-7
EVHC
1139
DELISTED
Envision Healthcare Holdings Inc
EVHC
$1K ﹤0.01%
20
CASC
1140
DELISTED
Cascadian Therapeutics, Inc.
CASC
$1K ﹤0.01%
83
TIME
1141
DELISTED
Time Inc.
TIME
$1K ﹤0.01%
69
-6
LGF
1142
DELISTED
Lions Gate Entertainment
LGF
$1K ﹤0.01%
49
+22
ADT
1143
DELISTED
ADT Corp
ADT
$1K ﹤0.01%
20
-682
SUNE
1144
DELISTED
SUNEDISON, INC COM
SUNE
$1K ﹤0.01%
+2,000
VNR
1145
DELISTED
Vanguard Natural Resources, LLC
VNR
$1K ﹤0.01%
700
AZPN
1146
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$1K ﹤0.01%
+15
EVEP
1147
DELISTED
EV Energy Partners, L.P.
EVEP
$1K ﹤0.01%
+312
RSG icon
1148
Republic Services
RSG
$71.3B
-223
SAN icon
1149
Banco Santander
SAN
$168B
-15,701
SAP icon
1150
SAP
SAP
$228B
-53