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
$409M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$5.1M
3
+$3.29M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
ADBE icon
Adobe
ADBE
+$2.45M

Top Sells

1
+$1.28M
2
+$262K
3
+$24.2K
4
PPG icon
PPG Industries
PPG
+$21.2K
5
CMCSA icon
Comcast
CMCSA
+$18.7K

Sector Composition

1 Consumer Discretionary 26.24%
2 Technology 4.92%
3 Financials 0.97%
4 Communication Services 0.97%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.8K 0.01%
150
52
$22.5K 0.01%
+298
53
$21.1K 0.01%
350
54
$20.5K 0.01%
280
55
$18.1K ﹤0.01%
1,042
+8
56
$15.7K ﹤0.01%
171
57
$14K ﹤0.01%
306
58
$13.1K ﹤0.01%
+279
59
$12.2K ﹤0.01%
78
+57
60
$10.4K ﹤0.01%
+35
61
$9.06K ﹤0.01%
+46
62
$8.94K ﹤0.01%
+32
63
$8.54K ﹤0.01%
+108
64
$7.32K ﹤0.01%
+123
65
$7.24K ﹤0.01%
+71
66
$6.73K ﹤0.01%
+40
67
$6.66K ﹤0.01%
117
68
$6.45K ﹤0.01%
+67
69
$6.4K ﹤0.01%
+25
70
$5.71K ﹤0.01%
+145
71
$4.9K ﹤0.01%
+44
72
$4.64K ﹤0.01%
+40
73
$3.73K ﹤0.01%
+52
74
$2.6K ﹤0.01%
1,137
75
$2.36K ﹤0.01%
+80
1 2
3
4