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
$807M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.59M
3
+$3.88M
4
XYZ
Block Inc
XYZ
+$2.42M
5
UCO icon
ProShares Ultra Bloomberg Crude Oil
UCO
+$500K

Top Sells

1
+$21.1M
2
+$9.24M
3
+$5.54M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$3.47M
5
PYPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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