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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
KKR & Co
KKR
$84.3B
| – | – |
-1,760
|
|
||
102
Blue Owl Capital
OBDC
$5.37B
| – | – |
-13,473
|
|
||
103
Blue Owl Capital
OWL
$6.11B
| – | – |
-11,632
|
|
||
|
104
Visa
V
$689B
| – | – |
-693
|
|