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
$702M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$1.29M
3
+$916K
4
PDO
PIMCO Dynamic Income Opportunities Fund
PDO
+$833K
5
AAPL icon
Apple
AAPL
+$639K

Top Sells

1
+$4.48M
2
+$4.38M
3
+$2.25M
4
ARKK icon
ARK Innovation ETF
ARKK
+$323K
5
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$90.6K

Sector Composition

1 Consumer Discretionary 25.44%
2 Communication Services 6.28%
3 Technology 4.8%
4 Healthcare 1.3%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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