AFWM

Arta Finance Wealth Management Portfolio holdings

AUM $196M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13.9M
3
+$13.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.09%
2 Communication Services 9.52%
3 Consumer Discretionary 6.64%
4 Financials 2.13%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$178B
$1.41M 0.72%
+5,312
IAU icon
27
iShares Gold Trust
IAU
$76.4B
$1.4M 0.71%
+17,194
SGOL icon
28
abrdn Physical Gold Shares ETF
SGOL
$8.3B
$1.36M 0.7%
+33,175
MRVL icon
29
Marvell Technology
MRVL
$62.9B
$1.33M 0.68%
+15,632
ADBE icon
30
Adobe
ADBE
$111B
$1.32M 0.67%
+3,766
TWLO icon
31
Twilio
TWLO
$16.5B
$1.2M 0.61%
+8,455
ISRG icon
32
Intuitive Surgical
ISRG
$169B
$1.14M 0.58%
+2,015
SYM icon
33
Symbotic
SYM
$6.11B
$1.13M 0.58%
+18,945
BOTZ icon
34
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.22B
$1.09M 0.56%
+30,077
AMD icon
35
Advanced Micro Devices
AMD
$313B
$939K 0.48%
+4,384
AVGO icon
36
Broadcom
AVGO
$1.47T
$902K 0.46%
+2,607
VCIT icon
37
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$730K 0.37%
+8,720
TIP icon
38
iShares TIPS Bond ETF
TIP
$13.9B
$707K 0.36%
+6,434
SCHP icon
39
Schwab US TIPS ETF
SCHP
$15.2B
$705K 0.36%
+26,606
IBN icon
40
ICICI Bank
IBN
$110B
$648K 0.33%
+21,743
INFY icon
41
Infosys
INFY
$68B
$631K 0.32%
+35,429
HDB icon
42
HDFC Bank
HDB
$174B
$629K 0.32%
+17,227
WIT icon
43
Wipro
WIT
$26.7B
$626K 0.32%
+220,567
RDY icon
44
Dr. Reddy's Laboratories
RDY
$11.6B
$626K 0.32%
+44,581
MMYT icon
45
MakeMyTrip
MMYT
$5.42B
$606K 0.31%
+7,385
JNK icon
46
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.87B
$534K 0.27%
+5,494
XOM icon
47
Exxon Mobil
XOM
$610B
$525K 0.27%
+4,363
JPM icon
48
JPMorgan Chase
JPM
$836B
$484K 0.25%
+1,508
SE icon
49
Sea Limited
SE
$64.3B
$430K 0.22%
+3,374
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.09T
$425K 0.22%
+845
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