AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
This Quarter Return
+3.92%
1 Year Return
+12.4%
3 Year Return
+89.39%
5 Year Return
+234.97%
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+4%)
Cap. Flow
+$1.26M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
99.61%
Holding
31
New
1
Increased
2
Reduced
2
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$620K |
| 2 |
Uber
UBER
|
$557K |
| 3 |
Invesco QQQ Trust
QQQ
|
$163K |
Top Sells
| 1 |
GNCA
Genocea Biosciences, Inc.
GNCA
|
$31.2K |
| 2 |
Comcast
CMCSA
|
$25.8K |
| 3 |
Spotify
SPOT
|
$20.8K |
Sector Composition
| 1 | Financials | 0.86% |
| 2 | Technology | 0.76% |
| 3 | Communication Services | 0.18% |
| 4 | Healthcare | 0.05% |
| 5 | Industrials | 0.03% |
