AWA

Artemis Wealth Advisors Portfolio holdings

AUM $601M
1-Year Est. Return 27.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.86%
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
+$5.71M
2
+$4.98M
3
+$2.33M
4
ADBE icon
Adobe
ADBE
+$2.33M
5
TSM icon
TSMC
TSM
+$2.28M

Top Sells

1
+$1.16M
2
+$262K
3
+$24.2K
4
PPG icon
PPG Industries
PPG
+$21.2K
5
CMCSA icon
Comcast
CMCSA
+$17.6K

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