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
DNY
1201
DELISTED
DONNELLEY R R & SONS CO
DNY
$1K ﹤0.01%
72
BRFS
1202
DELISTED
BRF SA
BRFS
$1K ﹤0.01%
+104
BRX icon
1203
Brixmor Property Group
BRX
$9.06B
$1K ﹤0.01%
40
CF icon
1204
CF Industries
CF
$19.5B
$1K ﹤0.01%
24
-12,111
VISN
1205
Vistance Networks Inc
VISN
$3.98B
$1K ﹤0.01%
41
CSGP icon
1206
CoStar Group
CSGP
$18.1B
$1K ﹤0.01%
70
CTAS icon
1207
Cintas
CTAS
$74.2B
$1K ﹤0.01%
40
CVE icon
1208
Cenovus Energy
CVE
$45B
$1K ﹤0.01%
115
-1,236
DDD icon
1209
3D Systems Corp
DDD
$313M
$1K ﹤0.01%
90
-825
DPZ icon
1210
Domino's
DPZ
$12.7B
$1K ﹤0.01%
11
DRI icon
1211
Darden Restaurants
DRI
$23.1B
$1K ﹤0.01%
18
-2
EXC icon
1212
Exelon
EXC
$50.4B
$1K ﹤0.01%
56
-1,087
EXPD icon
1213
Expeditors International
EXPD
$19.3B
$1K ﹤0.01%
23
FDS icon
1214
Factset
FDS
$7.71B
$1K ﹤0.01%
8
FHI icon
1215
Federated Hermes
FHI
$4.25B
$1K ﹤0.01%
29
FITB
1216
Fifth Third Bancorp
FITB
$39.8B
$1K ﹤0.01%
64
-337
GME icon
1217
GameStop
GME
$10.5B
$1K ﹤0.01%
200
HUN icon
1218
Huntsman Corp
HUN
$2.08B
$1K ﹤0.01%
94
IPG
1219
DELISTED
Interpublic Group of Companies
IPG
$1K ﹤0.01%
+44
IYT icon
1220
iShares US Transportation ETF
IYT
$944M
$1K ﹤0.01%
24
KBWD icon
1221
Invesco KBW High Dividend Yield Financial ETF
KBWD
$420M
$1K ﹤0.01%
58
LBRDA icon
1222
Liberty Broadband Class A
LBRDA
$6.96B
$1K ﹤0.01%
25
-33
LH icon
1223
Labcorp
LH
$21.9B
$1K ﹤0.01%
7
MRCC icon
1224
Monroe Capital Corp
MRCC
$104M
$1K ﹤0.01%
68
+1
MTB icon
1225
M&T Bank
MTB
$29.4B
$1K ﹤0.01%
9