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
76
$1.89K ﹤0.01%
121
77
$1.1K ﹤0.01%
30
78
$880 ﹤0.01%
73
79
$431 ﹤0.01%
10
80
– –
-200
81
– –
-1,300
1 2 3
4