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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
MSI icon
1151
Motorola Solutions
MSI
$65.9B
$2K ﹤0.01%
30
-765
OC icon
1152
Owens Corning
OC
$10.5B
$2K ﹤0.01%
49
ODFL icon
1153
Old Dominion Freight Line
ODFL
$46.1B
$2K ﹤0.01%
81
EVHC
1154
DELISTED
Envision Healthcare Holdings Inc
EVHC
$2K ﹤0.01%
20
RSPP
1155
DELISTED
RSP Permian, Inc.
RSPP
$2K ﹤0.01%
82
SNI
1156
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$2K ﹤0.01%
35
GM.WS.A
1157
DELISTED
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
$2K ﹤0.01%
76
ATML
1158
DELISTED
ATMEL CORP
ATML
$2K ﹤0.01%
273
NGLS
1159
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
$2K ﹤0.01%
125
-6,590
FTR
1160
DELISTED
Frontier Communications Corp.
FTR
$2K ﹤0.01%
25
-35
BCR
1161
DELISTED
CR Bard Inc.
BCR
$2K ﹤0.01%
11
VNR
1162
DELISTED
Vanguard Natural Resources, LLC
VNR
$2K ﹤0.01%
700
GAS
1163
DELISTED
AGL Resources Inc
GAS
$2K ﹤0.01%
36
WOOF
1164
DELISTED
VCA Inc.
WOOF
$2K ﹤0.01%
32
+13
BRX icon
1165
Brixmor Property Group
BRX
$9.48B
$1K ﹤0.01%
40
CF icon
1166
CF Industries
CF
$15.7B
$1K ﹤0.01%
24
-12,111
VISN
1167
Vistance Networks Inc
VISN
$2.85B
$1K ﹤0.01%
41
CSGP icon
1168
CoStar Group
CSGP
$12.5B
$1K ﹤0.01%
70
IYT icon
1169
iShares US Transportation ETF
IYT
$2.41B
$1K ﹤0.01%
24
KBWD icon
1170
Invesco KBW High Dividend Yield Financial ETF
KBWD
$417M
$1K ﹤0.01%
58
LBRDA icon
1171
Liberty Broadband Class A
LBRDA
$4.39B
$1K ﹤0.01%
25
-33
PJT icon
1172
PJT Partners
PJT
$4.03B
$1K ﹤0.01%
+50
RITM icon
1173
Rithm Capital
RITM
$5.18B
$1K ﹤0.01%
+117
RMR icon
1174
The RMR Group
RMR
$350M
$1K ﹤0.01%
+43
CDK
1175
DELISTED
CDK Global, Inc.
CDK
$1K ﹤0.01%
23
-561
45 46
47
48 49