AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
This Quarter Return
+5.44%
1 Year Return
+12.4%
3 Year Return
+89.39%
5 Year Return
+234.97%
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+5.8%)
Cap. Flow
+$366K
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
99.64%
Holding
27
New
3
Increased
1
Reduced
2
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$192K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$97.7K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$78.9K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$42.5K |
Top Sells
| 1 |
Dare Bioscience
DARE
|
$24.7K |
| 2 |
Invesco QQQ Trust
QQQ
|
$20.4K |
Sector Composition
| 1 | Communication Services | 0.41% |
| 2 | Technology | 0.21% |
| 3 | Healthcare | 0.07% |
| 4 | Financials | 0.05% |
| 5 | Industrials | 0.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Motorola Solutions
MSI
$78.7B
| $1.78K | ﹤0.01% |
21
| – | – |
|
27
Citigroup
C
$178B
| $727 | ﹤0.01% |
10
| – | – |
|