AWA

Artemis Wealth Advisors Portfolio holdings

AUM $582M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$5.1M
3
+$3.29M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
ADBE icon
Adobe
ADBE
+$2.45M

Top Sells

1
+$1.28M
2
+$262K
3
+$24.2K
4
PPG icon
PPG Industries
PPG
+$21.2K
5
CMCSA icon
Comcast
CMCSA
+$18.7K

Sector Composition

1 Consumer Discretionary 26.24%
2 Technology 4.92%
3 Financials 0.97%
4 Communication Services 0.97%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$164K 0.04%
4,491
+3,098
27
$97K 0.02%
705
28
$97K 0.02%
259
+141
29
$94.1K 0.02%
1,280
30
$92.5K 0.02%
2,262
+12
31
$85.1K 0.02%
721
+1
32
$80.8K 0.02%
543
+4
33
$68.7K 0.02%
2,855
+17
34
$68.3K 0.02%
1,247
+10
35
$67.2K 0.02%
688
36
$58.2K 0.01%
963
37
$55.8K 0.01%
378
38
$52.1K 0.01%
1,057
39
$51K 0.01%
587
40
$48.4K 0.01%
292
41
$46.4K 0.01%
2,969
42
$44.5K 0.01%
302
+2
43
$42.6K 0.01%
985
+10
44
$38.9K 0.01%
291
+3
45
$37.2K 0.01%
1,401
46
$36.1K 0.01%
443
+5
47
$36K 0.01%
1,000
48
$31.9K 0.01%
505
+5
49
$26.7K 0.01%
257
+61
50
$24.8K 0.01%
113
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