AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
1-Year Return
12.4%
This Quarter Return
+14.29%
1 Year Return
+12.4%
3 Year Return
+89.39%
5 Year Return
+234.97%
10 Year Return
–
AUM
$522M
AUM Growth
-$12.9M
(-2.4%)
Cap. Flow
-$77M
Cap. Flow
% of AUM
-14.77%
Top 10 Holdings %
Top 10 Hldgs %
98.76%
Holding
73
New
–
Increased
10
Reduced
4
Closed
48
Top Buys
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$14.7M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$2.83M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$91.1K |
| 4 |
Qualcomm
QCOM
|
$3.91K |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$3.55K |
Top Sells
| 1 |
Tesla
TSLA
|
$45.8M |
| 2 |
PWRD
TCW Transform Systems ETF
PWRD
|
$15.2M |
| 3 |
Lam Research
LRCX
|
$8.77M |
| 4 |
Invesco QQQ Trust
QQQ
|
$8.36M |
| 5 |
ASML
ASML
|
$8.24M |
Sector Composition
| 1 | Technology | 6.67% |
| 2 | Consumer Discretionary | 2.04% |
| 3 | Financials | 0.59% |
| 4 | Communication Services | 0.32% |
| 5 | Industrials | 0.07% |
