AWA

Artemis Wealth Advisors Portfolio holdings

AUM $601M
1-Year Est. Return 27.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$6.92M
3
+$6.65M
4
TSM icon
TSMC
TSM
+$6.11M
5
AVGO icon
Broadcom
AVGO
+$5.54M

Top Sells

1
+$14.8M
2
+$12.1M
3
+$764K
4
SASR
Sandy Spring Bancorp Inc
SASR
+$282K
5
JNJ icon
Johnson & Johnson
JNJ
+$3.38K

Sector Composition

1 Technology 10.18%
2 Consumer Discretionary 3.9%
3 Communication Services 1.85%
4 Financials 1.09%
5 Utilities 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$297K 0.05%
+836
27
$272K 0.05%
2,950
+38
28
$251K 0.04%
6,700
+53
29
$250K 0.04%
3,910
+14
30
$250K 0.04%
+444
31
$241K 0.04%
1,575
-22
32
$235K 0.04%
+1,729
33
$206K 0.04%
+264
34
– –
-4,972
35
– –
-10,104
1
2