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
$639M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$10.4M
3
+$4.39M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$4.16M
5
IBB icon
iShares Biotechnology ETF
IBB
+$828K

Top Sells

1
+$22.1M
2
+$12.9M
3
+$3.07M
4
AMZN icon
Amazon
AMZN
+$1.16M
5
NFLX icon
Netflix
NFLX
+$978K

Sector Composition

1 Consumer Discretionary 24.9%
2 Communication Services 6%
3 Technology 4.82%
4 Healthcare 1.35%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.4K ﹤0.01%
300
52
$26.6K ﹤0.01%
+1,486
53
$25.3K ﹤0.01%
113
54
$24.4K ﹤0.01%
+361
55
$24K ﹤0.01%
+223
56
$23.2K ﹤0.01%
196
57
$22.7K ﹤0.01%
+373
58
$22.7K ﹤0.01%
+364
59
$22.5K ﹤0.01%
+760
60
$22.1K ﹤0.01%
+129
61
$22.1K ﹤0.01%
+111
62
$21.9K ﹤0.01%
+62
63
$21.2K ﹤0.01%
173
+1
64
$20.8K ﹤0.01%
+290
65
$20.7K ﹤0.01%
+433
66
$19.5K ﹤0.01%
+335
67
$18.4K ﹤0.01%
+349
68
$4.99K ﹤0.01%
121
69
$3.42K ﹤0.01%
75
70
$3.08K ﹤0.01%
1,137
71
$3.02K ﹤0.01%
26
-7,334
72
$2.05K ﹤0.01%
15
-6,907
73
$1.99K ﹤0.01%
31
+1
74
$1.49K ﹤0.01%
73
75
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