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

Top Buys

1
+$40.4M
2
+$10.4M
3
+$4.39M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$4.16M
5
IBB icon
iShares Biotechnology ETF
IBB
+$828K

Top Sells

1
+$22.1M
2
+$12.9M
3
+$3.07M
4
AMZN icon
Amazon
AMZN
+$1.16M
5
NFLX icon
Netflix
NFLX
+$978K

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
– –
-505
77
– –
-4,957
78
– –
-250
79
– –
0
1 2 3
4