AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
1-Year Return
12.4%
This Quarter Return
+16.26%
1 Year Return
+12.4%
3 Year Return
+89.39%
5 Year Return
+234.97%
10 Year Return
–
AUM
$277M
AUM Growth
+$48.8M
(+21%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
8.13%
Top 10 Holdings %
Top 10 Hldgs %
98.29%
Holding
132
New
90
Increased
1
Reduced
2
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
$20.9M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$744K |
| 3 |
Merck
MRK
|
$143K |
| 4 |
Eli Lilly
LLY
|
$132K |
| 5 |
Wells Fargo
WFC
|
$125K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.92M |
| 2 |
Invesco QQQ Trust
QQQ
|
$816K |
Sector Composition
| 1 | Consumer Discretionary | 7.66% |
| 2 | Technology | 1.25% |
| 3 | Financials | 0.82% |
| 4 | Healthcare | 0.38% |
| 5 | Consumer Staples | 0.17% |
