AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
This Quarter Return
+23.61%
1 Year Return
+12.4%
3 Year Return
+89.39%
5 Year Return
+234.97%
10 Year Return
–
AUM
$389M
AUM Growth
+$389M
(+18%)
Cap. Flow
-$114K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
98.43%
Holding
97
New
6
Increased
15
Reduced
24
Closed
28
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$10.7M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$7.41M |
| 3 |
Tesla
TSLA
|
$2.49M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$466K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$325K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 12.02% |
| 2 | Technology | 2.33% |
| 3 | Financials | 0.71% |
| 4 | Communication Services | 0.35% |
| 5 | Healthcare | 0.19% |
