AFWM

Arta Finance Wealth Management Portfolio holdings

AUM $202M
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
$202M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.32M
3
+$2.22M
4
MSFT icon
Microsoft
MSFT
+$646K
5
AMZN icon
Amazon
AMZN
+$583K

Top Sells

1
+$2.39M
2
+$404K
3
+$250K
4
V icon
Visa
V
+$243K
5
KKR icon
KKR & Co
KKR
+$224K

Sector Composition

1 Technology 16.25%
2 Communication Services 8.96%
3 Consumer Discretionary 6.04%
4 Healthcare 1.67%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
26
Marvell Technology
MRVL
$167B
$1.42M 0.7%
14,346
-1,286
PLTR icon
27
Palantir
PLTR
$329B
$1.3M 0.64%
8,894
+376
CRM icon
28
Salesforce
CRM
$144B
$1.3M 0.64%
6,968
+1,656
ADBE icon
29
Adobe
ADBE
$98.7B
$1.18M 0.58%
4,854
+1,088
AMD icon
30
Advanced Micro Devices
AMD
$733B
$1.14M 0.56%
5,608
+1,224
TIP icon
31
iShares TIPS Bond ETF
TIP
$14.9B
$1.13M 0.56%
10,196
+3,762
ORCL icon
32
Oracle
ORCL
$546B
$1.12M 0.55%
7,593
-50
SYM icon
33
Symbotic
SYM
$6.48B
$1.05M 0.52%
19,773
+828
ISRG icon
34
Intuitive Surgical
ISRG
$156B
$1.03M 0.51%
2,236
+221
TWLO icon
35
Twilio
TWLO
$27.8B
$974K 0.48%
7,742
-713
BOTZ icon
36
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.67B
$918K 0.45%
27,626
-2,451
XOM icon
37
Exxon Mobil
XOM
$644B
$840K 0.42%
4,954
+591
AVGO icon
38
Broadcom
AVGO
$1.96T
$827K 0.41%
2,672
+65
SCHP icon
39
Schwab US TIPS ETF
SCHP
$15.4B
$720K 0.36%
27,080
+474
VCIT icon
40
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.4B
$718K 0.35%
8,716
-4
JNK icon
41
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$653K 0.32%
6,863
+1,369
CVX icon
42
Chevron
CVX
$380B
$610K 0.3%
2,948
+610
INFY icon
43
Infosys
INFY
$51.2B
$564K 0.28%
41,758
+6,329
IBN icon
44
ICICI Bank
IBN
$92.8B
$546K 0.27%
21,079
-664
ITOT icon
45
iShares Core S&P Total US Stock Market ETF
ITOT
$91.3B
$544K 0.27%
3,819
+1,052
RDY icon
46
Dr. Reddy's Laboratories
RDY
$11.3B
$535K 0.26%
38,643
-5,938
WIT icon
47
Wipro
WIT
$20.8B
$533K 0.26%
251,281
+30,714
JNJ icon
48
Johnson & Johnson
JNJ
$558B
$522K 0.26%
2,135
+316
HDB icon
49
HDFC Bank
HDB
$126B
$499K 0.25%
20,069
+2,842
T icon
50
AT&T
T
$176B
$497K 0.25%
17,159
+6,261
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