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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
BGY icon
1376
BlackRock Enhanced International Dividend Trust
BGY
$517M
– –
-408
BOX icon
1377
Box
BOX
$3.46B
– –
-1,000
BURL icon
1378
Burlington
BURL
$20.8B
– –
-165
BXMX
1379
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
– –
-1,000
CCJ icon
1380
Cameco
CCJ
$46B
– –
-7,549
CDW icon
1381
CDW
CDW
$16.2B
– –
-2,772
CP icon
1382
Canadian Pacific Kansas City
CP
$76B
– –
-215
CRH icon
1383
CRH
CRH
$73.1B
– –
-527
CRL icon
1384
Charles River Laboratories
CRL
$8.78B
– –
-229
CVV icon
1385
CVD Equipment Corp
CVV
$49M
– –
-1,000
CVY icon
1386
Invesco Zacks Multi-Asset Income ETF
CVY
$122M
– –
-213
DWAS icon
1387
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$424M
– –
-337
EDOG icon
1388
ALPS Emerging Sector Dividend Dogs ETF
EDOG
$29.5M
– –
-40
ENB icon
1389
Enbridge
ENB
$119B
– –
-350
ENOV icon
1390
Enovis
ENOV
$1.2B
– –
-16
EOD
1391
Allspring Global Dividend Opportunity Fund
EOD
$278M
– –
-1,332
ERX icon
1392
Direxion Daily Energy Bull 2X ETF
ERX
$225M
– –
-197
ESPR icon
1393
Esperion Therapeutics
ESPR
$817M
– –
-1,000
EWU icon
1394
iShares MSCI United Kingdom ETF
EWU
$3.58B
– –
-301
EWW icon
1395
iShares MSCI Mexico ETF
EWW
$1.99B
– –
-11
FDD icon
1396
First Trust STOXX European Select Dividend Income Fund
FDD
$871M
– –
-750
FLS icon
1397
Flowserve
FLS
$10.1B
– –
-21
FNDF icon
1398
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
– –
-50
FOSL icon
1399
Fossil Group
FOSL
$247M
– –
-675
FUN icon
1400
Cedar Fair
FUN
$2.54B
– –
-3,000
54 55
56
57 58