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
$807M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.59M
3
+$3.88M
4
XYZ
Block Inc
XYZ
+$2.42M
5
UCO icon
ProShares Ultra Bloomberg Crude Oil
UCO
+$500K

Top Sells

1
+$21.1M
2
+$9.24M
3
+$5.54M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$3.47M
5
PYPL icon
PayPal
PYPL
+$2.6M

Sector Composition

1 Consumer Discretionary 29.67%
2 Technology 8.66%
3 Communication Services 5.62%
4 Healthcare 1.47%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40.9K 0.01%
+1,222
52
$40.4K 0.01%
86
-4
53
$40.1K 0.01%
381
+54
54
$39.9K ﹤0.01%
85
-18
55
$39.6K ﹤0.01%
+543
56
$39.2K ﹤0.01%
+208
57
$39K ﹤0.01%
+865
58
$38.7K ﹤0.01%
533
+5
59
$37.3K ﹤0.01%
612
+11
60
$36.5K ﹤0.01%
186
-3
61
$30.3K ﹤0.01%
113
62
$24.3K ﹤0.01%
175
+1
63
$20.3K ﹤0.01%
196
64
$17.8K ﹤0.01%
353
+2
65
$15.7K ﹤0.01%
259
66
$13K ﹤0.01%
+250
67
$11.5K ﹤0.01%
234
-1,158
68
$3.69K ﹤0.01%
75
69
$1.76K ﹤0.01%
73
70
$1.32K ﹤0.01%
1,137
71
$146 ﹤0.01%
2
72
$143 ﹤0.01%
1
-191
73
$63 ﹤0.01%
+1
74
– –
0
75
– –
-10,000
1 2
3
4