AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
1-Year Est. Return
12.4%
1 Year Est. Return
+12.4%
AUM
$477M
AUM Growth
-$83.9M
(-15%)
Holding
37
Top Buys
| 1 | +$16.5M | |
| 2 | +$1.73M | |
| 3 | +$4.15K | |
| 4 |
State Street SPDR ICE Preferred Securities ETF
PSK
|
+$3.56K |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$3.33K |
Top Sells
| 1 | +$12.8M | |
| 2 | +$8.69M | |
| 3 | +$5.53M | |
| 4 |
Marvell Technology
MRVL
|
+$5.19M |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.92M |
Sector Composition
| 1 | Technology | 4.65% |
| 2 | Consumer Discretionary | 2.79% |
| 3 | Financials | 1.4% |
| 4 | Communication Services | 0.38% |
| 5 | Industrials | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Confluent
CFLT
$7.91B
| – | – |
-35,000
|
|
||
27
Datadog
DDOG
$66.5B
| – | – |
-9,000
|
|
||
28
Lam Research
LRCX
$204B
| – | – |
-30,000
|
|
||
29
Lattice Semiconductor
LSCC
$8.55B
| – | – |
-35,000
|
|
||
|
30
Meta Platforms (Facebook)
META
$1.56T
| – | – |
-8,400
|
|
||
|
31
Marvell Technology
MRVL
$80.5B
| – | – |
-47,000
|
|
||
32
NVIDIA
NVDA
$4.58T
| – | – |
-95,000
|
|
||
33
Palantir
PLTR
$417B
| – | – |
-27,500
|
|
||
34
Tesla
TSLA
$1.48T
| – | – |
-10,000
|
|
||
35
TSMC
TSM
$1.5T
| – | – |
-28,000
|
|
||
|
TLN
36
Talen Energy Corp
TLN
$17.6B
| – | – |
-4,000
|
|
||
37
Teradyne
TER
$29B
| – | – |
-10,000
|
|