GWM
Gupta Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
0.52%
This Fund
S&P 500
1 Year Est. Return
-0.52%
AUM
$393M
AUM Growth
-$16.9M
(-4.1%)
Holding
1,432
Top Buys
| 1 | +$4.88M | |
| 2 | +$3.42M | |
| 3 | +$3.31M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.66M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.63M |
Top Sells
| 1 | +$8.73M | |
| 2 | +$6.41M | |
| 3 | +$4.09M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$3.79M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1426
Teekay
TK
$975M
| – | – |
-250
|
|
||
1427
Taylor Morrison
TMHC
$5.6B
| – | – |
-750
|
|
||
1428
Tapestry
TPR
$28.4B
| – | – |
-375
|
|
||
1429
Targa Resources
TRGP
$50.3B
| – | – |
-1,165
|
|
||
1430
Trinity Industries
TRN
$2.41B
| – | – |
-383
|
|
||
1431
Trane Technologies
TT
$94.4B
| – | – |
-122
|
|
||
1432
Vale
VALE
$62.7B
| – | – |
-2,329
|
|