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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
MMM icon
51
3M
MMM
$83.7B
$492K 0.24%
3,386
+1,333
ABBV icon
52
AbbVie
ABBV
$461B
$484K 0.24%
2,224
+477
TSM icon
53
TSMC
TSM
$2.25T
$473K 0.23%
1,400
+11
MMYT icon
54
MakeMyTrip
MMYT
$5.53B
$470K 0.23%
12,613
+5,228
VZ icon
55
Verizon
VZ
$178B
$458K 0.23%
9,122
+2,102
PG icon
56
Procter & Gamble
PG
$353B
$419K 0.21%
2,900
+963
XLK icon
57
State Street Technology Select Sector SPDR ETF
XLK
$118B
$384K 0.19%
2,886
+273
BABA icon
58
Alibaba
BABA
$231B
$381K 0.19%
3,033
+241
LRCX icon
59
Lam Research
LRCX
$439B
$379K 0.19%
1,776
+83
LLY icon
60
Eli Lilly
LLY
$1.08T
$373K 0.18%
405
+17
SE icon
61
Sea Limited
SE
$63.3B
$366K 0.18%
4,422
+1,048
SCHD icon
62
Schwab US Dividend Equity ETF
SCHD
$97.2B
$364K 0.18%
11,880
+2,521
VGK icon
63
Vanguard FTSE Europe ETF
VGK
$30.2B
$344K 0.17%
+4,179
SPHD icon
64
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.41B
$343K 0.17%
6,918
+2,136
HDV
65
iShares Core High Dividend ETF
HDV
$14B
$333K 0.16%
12,285
+3,340
VYM icon
66
Vanguard High Dividend Yield ETF
VYM
$78.9B
$329K 0.16%
2,223
+752
CDNS icon
67
Cadence Design Systems
CDNS
$103B
$328K 0.16%
1,179
+382
NFLX icon
68
Netflix
NFLX
$327B
$315K 0.16%
+3,281
WMT icon
69
Walmart Inc
WMT
$890B
$311K 0.15%
2,501
+65
XLI icon
70
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$305K 0.15%
+1,886
PDD icon
71
Pinduoduo
PDD
$117B
$303K 0.15%
2,970
+79
AMAT icon
72
Applied Materials
AMAT
$479B
$302K 0.15%
+885
COST icon
73
Costco
COST
$422B
$296K 0.15%
+297
BIDU icon
74
Baidu
BIDU
$38.6B
$286K 0.14%
2,567
-27
UMC icon
75
United Microelectronic
UMC
$61.6B
$284K 0.14%
31,617
-7,677
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3
4 5