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
$718M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$5.43M
3
+$5.34M
4
LRCX icon
Lam Research
LRCX
+$4.87M
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$4.15M

Top Sells

1
+$15.3M
2
+$7.13M
3
+$6.84M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$191K
5
CMCSA icon
Comcast
CMCSA
+$35.9K

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 7.66%
3 Communication Services 6.86%
4 Healthcare 0.89%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-198,673
80
– –
-1,266
81
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-79
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4