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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
SC
1176
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$1K ﹤0.01%
51
SPRT
1177
DELISTED
support.com, Inc.
SPRT
$1K ﹤0.01%
333
FLIR
1178
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$1K ﹤0.01%
36
VAR
1179
DELISTED
Varian Medical Systems, Inc.
VAR
$1K ﹤0.01%
14
CHK
1180
DELISTED
Chesapeake Energy Corporation
CHK
$1K ﹤0.01%
+1
HIVE
1181
DELISTED
Aerohive Networks
HIVE
$1K ﹤0.01%
+228
PUW
1182
DELISTED
Invesco WilderHill Progressive Energy ETF
PUW
$1K ﹤0.01%
40
COL
1183
DELISTED
Rockwell Collins
COL
$1K ﹤0.01%
15
PAY
1184
DELISTED
Verifone Systems Inc
PAY
$1K ﹤0.01%
50
-350
CSRA
1185
DELISTED
CSRA Inc.
CSRA
$1K ﹤0.01%
+21
CAVM
1186
DELISTED
Cavium, Inc.
CAVM
$1K ﹤0.01%
19
OREX
1187
DELISTED
Orexigen Therapeutics, Inc.
OREX
$1K ﹤0.01%
84
HAWK
1188
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
$1K ﹤0.01%
15
DNY
1189
DELISTED
DONNELLEY R R & SONS CO
DNY
$1K ﹤0.01%
72
CASC
1190
DELISTED
Cascadian Therapeutics, Inc.
CASC
$1K ﹤0.01%
83
ACHC icon
1191
Acadia Healthcare
ACHC
$2.26B
$1K ﹤0.01%
16
ADEA icon
1192
Adeia
ADEA
$3.4B
$1K ﹤0.01%
117
AEO icon
1193
American Eagle Outfitters
AEO
$3B
$1K ﹤0.01%
+34
ANIP icon
1194
ANI Pharmaceuticals
ANIP
$1.79B
$1K ﹤0.01%
16
AWK icon
1195
American Water Works
AWK
$24.8B
$1K ﹤0.01%
20
BFH icon
1196
Bread Financial
BFH
$4.16B
$1K ﹤0.01%
+5
BNO icon
1197
United States Brent Oil Fund
BNO
$659M
$1K ﹤0.01%
46
BRFS
1198
DELISTED
BRF SA
BRFS
$1K ﹤0.01%
+104
CTAS icon
1199
Cintas
CTAS
$68.8B
$1K ﹤0.01%
40
CVE icon
1200
Cenovus Energy
CVE
$46.3B
$1K ﹤0.01%
115
-1,236
46 47
48
49 50