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 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
TSM icon
51
TSMC
TSM
$1.72T
$422K 0.22%
+1,389
LLY icon
52
Eli Lilly
LLY
$914B
$417K 0.21%
+388
ITOT icon
53
iShares Core S&P Total US Stock Market ETF
ITOT
$80.9B
$411K 0.21%
+2,767
BABA icon
54
Alibaba
BABA
$377B
$409K 0.21%
+2,792
ABBV icon
55
AbbVie
ABBV
$387B
$399K 0.2%
+1,747
JNJ icon
56
Johnson & Johnson
JNJ
$573B
$376K 0.19%
+1,819
XLK icon
57
State Street Technology Select Sector SPDR ETF
XLK
$86.8B
$376K 0.19%
+2,613
CVX icon
58
Chevron
CVX
$355B
$356K 0.18%
+2,338
BIDU icon
59
Baidu
BIDU
$47.8B
$339K 0.17%
+2,594
MMM icon
60
3M
MMM
$87.5B
$329K 0.17%
+2,053
PDD icon
61
Pinduoduo
PDD
$144B
$328K 0.17%
+2,891
EPI icon
62
WisdomTree India Earnings Fund ETF
EPI
$2.7B
$322K 0.16%
+6,963
KT icon
63
KT
KT
$10.1B
$310K 0.16%
+16,362
UMC icon
64
United Microelectronic
UMC
$25.1B
$309K 0.16%
+39,294
TM icon
65
Toyota
TM
$309B
$306K 0.16%
+1,429
NTES icon
66
NetEase
NTES
$76.2B
$291K 0.15%
+2,113
LRCX icon
67
Lam Research
LRCX
$266B
$290K 0.15%
+1,693
VZ icon
68
Verizon
VZ
$199B
$281K 0.14%
+7,020
PG icon
69
Procter & Gamble
PG
$369B
$278K 0.14%
+1,937
WMT icon
70
Walmart Inc
WMT
$1.01T
$271K 0.14%
+2,436
T icon
71
AT&T
T
$192B
$268K 0.14%
+10,898
SCHD icon
72
Schwab US Dividend Equity ETF
SCHD
$81.4B
$257K 0.13%
+9,359
BX icon
73
Blackstone
BX
$99.3B
$250K 0.13%
+1,622
CDNS icon
74
Cadence Design Systems
CDNS
$73.5B
$249K 0.13%
+797
QCOM icon
75
Qualcomm
QCOM
$146B
$245K 0.12%
+1,430