AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
This Quarter Return
+6.79%
1 Year Return
+12.4%
3 Year Return
+89.39%
5 Year Return
+234.97%
10 Year Return
–
AUM
$561M
AUM Growth
+$561M
(-1.1%)
Cap. Flow
-$28.4M
Cap. Flow
% of AUM
-5.07%
Top 10 Holdings %
Top 10 Hldgs %
93.79%
Holding
42
New
10
Increased
16
Reduced
3
Closed
6
Top Buys
| 1 |
TSMC
TSM
|
$5.53M |
| 2 |
Marvell Technology
MRVL
|
$5.19M |
| 3 |
Tesla
TSLA
|
$4.04M |
| 4 |
Microsoft
MSFT
|
$3.8M |
| 5 |
Palantir
PLTR
|
$2.08M |
Top Sells
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$42.2M |
| 2 |
Apple
AAPL
|
$5M |
| 3 |
Applied Materials
AMAT
|
$4.45M |
| 4 |
KLA
KLAC
|
$4.26M |
| 5 |
NVIDIA
NVDA
|
$3.36M |
Sector Composition
| 1 | Technology | 12.86% |
| 2 | Consumer Discretionary | 3.46% |
| 3 | Communication Services | 1.28% |
| 4 | Financials | 1.03% |
| 5 | Utilities | 0.3% |
