AFWM
Arta Finance Wealth Management Portfolio holdings
AUM
$196M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$196M
AUM Growth
–
Holding
90
Top Buys
| 1 | +$17.2M | |
| 2 | +$13.9M | |
| 3 | +$13.4M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$13.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Visa
V
$579B
| $243K | 0.12% |
+693
|
|
||
77
Mastercard
MA
$440B
| $240K | 0.12% |
+421
|
|
||
78
Synopsys
SNPS
$75.8B
| $238K | 0.12% |
+507
|
|
||
79
Cisco
CSCO
$312B
| $233K | 0.12% |
+3,035
|
|
||
80
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.29B
| $230K | 0.12% |
+4,782
|
|
||
81
KKR & Co
KKR
$81.3B
| $224K | 0.11% |
+1,760
|
|
||
|
HDV
82
iShares Core High Dividend ETF
HDV
$13.3B
| $218K | 0.11% |
+1,789
|
|
||
83
Amphenol
APH
$157B
| $217K | 0.11% |
+1,603
|
|
||
84
Apollo Global Management
APO
$61.9B
| $211K | 0.11% |
+1,461
|
|
||
85
Vanguard High Dividend Yield ETF
VYM
$72B
| $211K | 0.11% |
+1,471
|
|
||
86
Blue Owl Capital
OWL
$5.7B
| $174K | 0.09% |
+11,632
|
|
||
87
Blue Owl Capital
OBDC
$5.42B
| $167K | 0.09% |
+13,473
|
|
||
88
Prospect Capital
PSEC
$1.27B
| $162K | 0.08% |
+62,717
|
|
||
89
Golub Capital BDC
GBDC
$3.34B
| $156K | 0.08% |
+11,520
|
|
||
90
FS KKR Capital
FSK
$2.94B
| $156K | 0.08% |
+10,551
|
|