AWA

Artemis Wealth Advisors Portfolio holdings

AUM $582M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.35M
3
+$5.15M
4
LRCX icon
Lam Research
LRCX
+$4.55M
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$4.08M

Top Sells

1
+$9.45M
2
+$6.93M
3
+$6.84M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$191K
5
CMCSA icon
Comcast
CMCSA
+$34.5K

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 7.66%
3 Communication Services 6.86%
4 Healthcare 0.89%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40.3K 0.01%
+169
52
$38.4K 0.01%
90
+27
53
$37.1K 0.01%
189
+58
54
$36.9K 0.01%
528
+6
55
$36.6K 0.01%
+389
56
$36.1K 0.01%
+335
57
$35.6K 0.01%
601
+237
58
$34.5K ﹤0.01%
493
+184
59
$33.9K ﹤0.01%
259
60
$33.6K ﹤0.01%
419
+172
61
$33.4K ﹤0.01%
+1,237
62
$32.5K ﹤0.01%
192
+68
63
$31.7K ﹤0.01%
519
+197
64
$31.2K ﹤0.01%
+327
65
$29.6K ﹤0.01%
301
-91
66
$27.2K ﹤0.01%
113
67
$24.6K ﹤0.01%
196
68
$22.4K ﹤0.01%
174
+1
69
$19.7K ﹤0.01%
351
-616
70
$4.48K ﹤0.01%
121
71
$3.55K ﹤0.01%
75
72
$2.24K ﹤0.01%
31
73
$2.18K ﹤0.01%
1,137
74
$1.47K ﹤0.01%
73
75
$142 ﹤0.01%
2
-293
1 2
3
4