AWA

Artemis Wealth Advisors Portfolio holdings

AUM $592M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$1.73M
3
+$4.15K
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$3.56K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$3.33K

Top Sells

1
+$12.8M
2
+$8.69M
3
+$5.53M
4
MRVL icon
Marvell Technology
MRVL
+$5.19M
5
META icon
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
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