AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
This Quarter Return
+8.88%
1 Year Return
+12.4%
3 Year Return
+89.39%
5 Year Return
+234.97%
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+16%)
Cap. Flow
+$7.37M
Cap. Flow
% of AUM
6%
Top 10 Holdings %
Top 10 Hldgs %
99.6%
Holding
42
New
8
Increased
5
Reduced
–
Closed
1
Top Buys
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$2.93M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$1.16M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$950K |
| 4 |
Invesco QQQ Trust
QQQ
|
$859K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$651K |
Top Sells
| 1 |
Broadcom
AVGO
|
$8K |
Sector Composition
| 1 | Communication Services | 0.4% |
| 2 | Technology | 0.21% |
| 3 | Healthcare | 0.12% |
| 4 | Consumer Staples | 0.05% |
| 5 | Financials | 0.04% |
