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AWA

Artemis Wealth Advisors Portfolio holdings

AUM $661M
1-Year Est. Return 39.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$1.43M
3
+$1.29M
4
INTC icon
Intel
INTC
+$1.09M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.01M

Top Sells

1
+$44.6M
2
+$7.02M
3
+$1.79M
4
TLN
Talen Energy Corp
TLN
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.53M

Sector Composition

1 Technology 12.13%
2 Communication Services 2.82%
3 Consumer Discretionary 2.69%
4 Financials 1.11%
5 Utilities 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$677K 0.11%
+8,000
27
$606K 0.1%
1,706
28
$392K 0.07%
9,244
29
$348K 0.06%
10,532
+161
30
$294K 0.05%
1,586
+11
31
$285K 0.05%
836
32
$279K 0.05%
2,988
+38
33
$262K 0.04%
3,923
+13
34
$259K 0.04%
6,755
+55
35
$253K 0.04%
444
36
$232K 0.04%
1,729
37
$201K 0.03%
264
38
– –
-2,500
1
2