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
$639M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$10.7M
3
+$4.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.18M
5
IBB icon
iShares Biotechnology ETF
IBB
+$874K

Top Sells

1
+$24.9M
2
+$14.6M
3
+$3.08M
4
AMZN icon
Amazon
AMZN
+$1.19M
5
NFLX icon
Netflix
NFLX
+$995K

Sector Composition

1 Consumer Discretionary 24.9%
2 Communication Services 6%
3 Technology 4.82%
4 Healthcare 1.35%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
-505
78
– –
-4,957
79
– –
-250
1 2 3
4