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
$382M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$1.1M
3
+$1.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$715K
5
QCOM icon
Qualcomm
QCOM
+$545K

Top Sells

1
+$4.79M
2
+$3.86M
3
+$587K
4
UCO icon
ProShares Ultra Bloomberg Crude Oil
UCO
+$502K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$491K

Sector Composition

1 Consumer Discretionary 23.2%
2 Technology 2.1%
3 Financials 0.49%
4 Communication Services 0.33%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.9K 0.01%
469
-1,255
52
$35.3K 0.01%
72
53
$35.3K 0.01%
598
+2
54
$34K 0.01%
552
+6
55
$33.9K 0.01%
317
+1
56
$33.5K 0.01%
936
57
$33K 0.01%
550
+2
58
$32.1K 0.01%
138
59
$31K 0.01%
295
+3
60
$31K 0.01%
466
+2
61
$30K 0.01%
611
62
$29.7K 0.01%
336
63
$29.1K 0.01%
599
+2
64
$27K 0.01%
1,725
65
$26.9K 0.01%
109
66
$26.8K 0.01%
280
67
$26.1K 0.01%
113
68
$25.5K 0.01%
764
+7
69
$23.7K 0.01%
359
70
$22.8K 0.01%
236
-1,009
71
$18.8K ﹤0.01%
335
72
$15.6K ﹤0.01%
670
73
$11.4K ﹤0.01%
348
74
$10.6K ﹤0.01%
360
+3
75
$10.2K ﹤0.01%
536
1 2
3
4 5