AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
This Quarter Return
+16.51%
1 Year Return
+12.4%
3 Year Return
+89.39%
5 Year Return
+234.97%
10 Year Return
–
AUM
$807M
AUM Growth
+$807M
(+12%)
Cap. Flow
-$21.7M
Cap. Flow
% of AUM
-2.69%
Top 10 Holdings %
Top 10 Hldgs %
94.37%
Holding
99
New
16
Increased
21
Reduced
9
Closed
19
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$14.5M |
| 2 |
Moderna
MRNA
|
$5.59M |
| 3 |
Invesco Biotechnology & Genome ETF
PBE
|
$3.88M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$2.42M |
| 5 |
ProShares Ultra Bloomberg Crude Oil
UCO
|
$500K |
Top Sells
| 1 |
Tesla
TSLA
|
$21.1M |
| 2 |
PDO
PIMCO Dynamic Income Opportunities Fund
PDO
|
$9.24M |
| 3 |
Snap
SNAP
|
$5.54M |
| 4 |
Bank of America Series L
BAC.PRL
|
$3.47M |
| 5 |
PayPal
PYPL
|
$2.6M |
Sector Composition
| 1 | Consumer Discretionary | 29.67% |
| 2 | Technology | 8.66% |
| 3 | Communication Services | 5.62% |
| 4 | Healthcare | 1.47% |
| 5 | Financials | 0.26% |
