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
$566M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$2.89M
3
+$2.04M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
VRT icon
Vertiv
VRT
+$866K

Top Sells

1
+$3.8M
2
+$2.62M
3
+$2.49M
4
LSCC icon
Lattice Semiconductor
LSCC
+$1.45M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$49K

Sector Composition

1 Technology 11.39%
2 Healthcare 2.58%
3 Consumer Discretionary 2.39%
4 Communication Services 1.08%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$367K 0.03%
1,706
27
$330K 0.03%
9,728
+152
28
$264K 0.02%
3,853
+13
29
$262K 0.02%
7,313
+60
30
$255K 0.02%
2,805
+35
31
$246K 0.02%
9,244
32
$239K 0.02%
9,800
+140
33
$229K 0.02%
1,565
-44
34
– –
-8,000
35
– –
-86,000
36
– –
-37,000
1
2