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
KT icon
76
KT
KT
$8.92B
$283K 0.14%
13,186
-3,176
JPM icon
77
JPMorgan Chase
JPM
$812B
$280K 0.14%
958
-550
NTES icon
78
NetEase
NTES
$73.3B
$269K 0.13%
2,399
+286
SNPS icon
79
Synopsys
SNPS
$96.5B
$268K 0.13%
676
+169
BRK.B icon
80
Berkshire Hathaway Class B
BRK.B
$1.04T
$265K 0.13%
554
-291
QCOM icon
81
Qualcomm
QCOM
$225B
$265K 0.13%
2,058
+628
TM icon
82
Toyota
TM
$247B
$265K 0.13%
1,285
-144
EPI icon
83
WisdomTree India Earnings Fund ETF
EPI
$2.15B
$245K 0.12%
6,004
-959
MCHI icon
84
iShares MSCI China ETF
MCHI
$6.49B
$244K 0.12%
+4,348
CSCO icon
85
Cisco
CSCO
$467B
$242K 0.12%
3,131
+96
EWT icon
86
iShares MSCI Taiwan ETF
EWT
$9.93B
$239K 0.12%
+3,376
FLJP icon
87
Franklin FTSE Japan ETF
FLJP
$3.64B
$235K 0.12%
+6,488
MRK icon
88
Merck
MRK
$286B
$234K 0.12%
+1,945
LIN icon
89
Linde
LIN
$238B
$228K 0.11%
+459
LSCC icon
90
Lattice Semiconductor
LSCC
$19.1B
$219K 0.11%
+2,363
MA icon
91
Mastercard
MA
$441B
$206K 0.1%
412
-9
MU icon
92
Micron Technology
MU
$859B
$203K 0.1%
+602
UPS icon
93
United Parcel Service
UPS
$83.5B
$202K 0.1%
+2,051
MCK icon
94
McKesson
MCK
$92.1B
$202K 0.1%
+233
PSEC icon
95
Prospect Capital
PSEC
$1.13B
$70.3K 0.03%
26,944
-35,773
FSK icon
96
FS KKR Capital
FSK
$3.06B
– –
-10,551
GBDC icon
97
Golub Capital BDC
GBDC
$3.38B
– –
-11,520
KKR icon
98
KKR & Co
KKR
$85.1B
– –
-1,760
OBDC icon
99
Blue Owl Capital
OBDC
$5.55B
– –
-13,473
OWL icon
100
Blue Owl Capital
OWL
$6.89B
– –
-11,632
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4
5