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
GL icon
1126
Globe Life
GL
$10.8B
$2K ﹤0.01%
31
GWW icon
1127
W.W. Grainger
GWW
$49.5B
$2K ﹤0.01%
8
-60
ICE icon
1128
Intercontinental Exchange
ICE
$89.3B
$2K ﹤0.01%
45
IQV icon
1129
IQVIA
IQV
$28B
$2K ﹤0.01%
35
ISRG icon
1130
Intuitive Surgical
ISRG
$170B
$2K ﹤0.01%
27
IT icon
1131
Gartner
IT
$11.1B
$2K ﹤0.01%
27
LEG icon
1132
Leggett & Platt
LEG
$1.34B
$2K ﹤0.01%
+38
MIDD icon
1133
Middleby
MIDD
$6.57B
$2K ﹤0.01%
17
+5
MSI icon
1134
Motorola Solutions
MSI
$77.4B
$2K ﹤0.01%
30
-765
OC icon
1135
Owens Corning
OC
$8.67B
$2K ﹤0.01%
49
ODFL icon
1136
Old Dominion Freight Line
ODFL
$38.1B
$2K ﹤0.01%
81
PINC
1137
DELISTED
Premier
PINC
$2K ﹤0.01%
55
+25
PSA icon
1138
Public Storage
PSA
$48.7B
$2K ﹤0.01%
10
RHI icon
1139
Robert Half
RHI
$2.3B
$2K ﹤0.01%
45
-185
SJM icon
1140
J.M. Smucker
SJM
$10.8B
$2K ﹤0.01%
13
-60
SMOG icon
1141
VanEck Low Carbon Energy ETF
SMOG
$134M
$2K ﹤0.01%
33
SNPS icon
1142
Synopsys
SNPS
$82.1B
$2K ﹤0.01%
38
SYY icon
1143
Sysco
SYY
$39.5B
$2K ﹤0.01%
56
-190
TRIP icon
1144
TripAdvisor
TRIP
$1.06B
$2K ﹤0.01%
20
-50
TROW icon
1145
T. Rowe Price
TROW
$19.1B
$2K ﹤0.01%
+24
UHS icon
1146
Universal Health Services
UHS
$11.6B
$2K ﹤0.01%
14
-7
UNM icon
1147
Unum
UNM
$12.2B
$2K ﹤0.01%
51
VOYA icon
1148
Voya Financial
VOYA
$6.27B
$2K ﹤0.01%
49
WU icon
1149
Western Union
WU
$2.82B
$2K ﹤0.01%
117
WYNN icon
1150
Wynn Resorts
WYNN
$10.6B
$2K ﹤0.01%
+23
44 45
46
47 48