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
$807M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.59M
3
+$3.88M
4
XYZ
Block Inc
XYZ
+$2.42M
5
UCO icon
ProShares Ultra Bloomberg Crude Oil
UCO
+$500K

Top Sells

1
+$21.1M
2
+$9.24M
3
+$5.54M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$3.47M
5
PYPL icon
PayPal
PYPL
+$2.6M

Sector Composition

1 Consumer Discretionary 29.67%
2 Technology 8.66%
3 Communication Services 5.62%
4 Healthcare 1.47%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$235K 0.03%
+9,080
27
$204K 0.03%
1,896
+30
28
$185K 0.02%
1,280
29
$155K 0.02%
705
30
$135K 0.02%
787
+3
31
$134K 0.02%
+2,961
32
$125K 0.02%
+11,026
33
$120K 0.01%
2,355
+35
34
$119K 0.01%
1,057
35
$114K 0.01%
2,919
+14
36
$84.2K 0.01%
738
+4
37
$79.2K 0.01%
342
+121
38
$74.6K 0.01%
1,281
39
$69.3K 0.01%
1,000
40
$56.6K 0.01%
462
+7
41
$56.3K 0.01%
394
+4
42
$51.8K 0.01%
963
43
$51.3K 0.01%
587
44
$51.3K 0.01%
597
+78
45
$50.3K 0.01%
1,017
+10
46
$44.9K 0.01%
303
+3
47
$42.9K 0.01%
+141
48
$42.1K 0.01%
+369
49
$41.9K 0.01%
520
+27
50
$41.1K 0.01%
+306
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