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

Top Buys

1
+$5.96M
2
+$5.35M
3
+$5.15M
4
LRCX icon
Lam Research
LRCX
+$4.55M
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$4.08M

Top Sells

1
+$9.45M
2
+$6.93M
3
+$6.84M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$191K
5
CMCSA icon
Comcast
CMCSA
+$34.5K

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
– –
-79
77
– –
-764
78
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-793
79
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-415
80
– –
-198,673
81
– –
-1,266
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