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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
WY icon
1226
Weyerhaeuser
WY
$17.8B
$1K ﹤0.01%
20
CPAY icon
1227
Corpay
CPAY
$23B
$1K ﹤0.01%
9
MRO
1228
DELISTED
Marathon Oil Corporation
MRO
$1K ﹤0.01%
+83
SWN
1229
DELISTED
Southwestern Energy Company
SWN
$1K ﹤0.01%
174
-2,396
FRC
1230
DELISTED
First Republic Bank
FRC
$1K ﹤0.01%
+15
ENDP
1231
DELISTED
Endo International plc
ENDP
$1K ﹤0.01%
18
-218
TIME
1232
DELISTED
Time Inc.
TIME
$1K ﹤0.01%
75
UWTI
1233
DELISTED
VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9,
UWTI
$1K ﹤0.01%
13
-10
LGF
1234
DELISTED
Lions Gate Entertainment
LGF
$1K ﹤0.01%
+27
WPG
1235
DELISTED
Washington Prime Group Inc.
WPG
$1K ﹤0.01%
6
-162
BTU
1236
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$1K ﹤0.01%
+156
ALU
1237
DELISTED
Alcatel-Lucent
ALU
$1K ﹤0.01%
262
RZG icon
1238
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$128M
– –
-315
SDIV icon
1239
Global X SuperDividend ETF
SDIV
$1.21B
– –
-2,090
SDS icon
1240
ProShares UltraShort S&P500
SDS
$428M
– –
-35
SH icon
1241
ProShares Short S&P500
SH
$1.06B
– –
-14
SIVR icon
1242
abrdn Physical Silver Shares ETF
SIVR
$4.61B
– –
-500
SJNK icon
1243
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
– –
-465
SKYY icon
1244
First Trust Cloud Computing ETF
SKYY
$2.95B
– –
-400
SMFG icon
1245
Sumitomo Mitsui Financial
SMFG
$161B
– –
-1,971
SMIN icon
1246
iShares MSCI India Small-Cap ETF
SMIN
$664M
– –
-120
SNV
1247
DELISTED
Synovus
SNV
– –
-384
SPH icon
1248
Suburban Propane Partners
SPH
$1.12B
– –
-2,600
SPSB icon
1249
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
– –
-928
SR icon
1250
Spire
SR
$4.58B
– –
-940
48 49
50
51 52