AFWM
Arta Finance Wealth Management Portfolio holdings
AUM
$202M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$202M
AUM Growth
+$6.4M
(+3.3%)
Holding
104
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.32M | |
| 3 | +$2.22M | |
| 4 |
Microsoft
MSFT
|
+$646K |
| 5 |
Amazon
AMZN
|
+$583K |
Top Sells
| 1 | +$2.39M | |
| 2 | +$404K | |
| 3 | +$250K | |
| 4 |
Visa
V
|
+$243K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Amphenol
APH
$154B
| – | – |
-1,603
|
|
||
102
Apollo Global Management
APO
$75.5B
| – | – |
-1,461
|
|
||
103
Blackstone
BX
$145B
| – | – |
-1,622
|
|
||
|
104
Visa
V
$630B
| – | – |
-693
|
|