AWA
Artemis Wealth Advisors Portfolio holdings
AUM
$582M
This Quarter Return
-8%
1 Year Return
+12.4%
3 Year Return
+89.39%
5 Year Return
+234.97%
10 Year Return
–
AUM
$234M
AUM Growth
+$234M
(-16%)
Cap. Flow
-$15.1M
Cap. Flow
% of AUM
-6.46%
Top 10 Holdings %
Top 10 Hldgs %
99.13%
Holding
133
New
1
Increased
2
Reduced
2
Closed
60
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$3.72M |
| 2 |
Uber
UBER
|
$925K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$554K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$18M |
| 2 |
Merck
MRK
|
$143K |
| 3 |
Eli Lilly
LLY
|
$132K |
| 4 |
Wells Fargo
WFC
|
$125K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$120K |
Sector Composition
| 1 | Consumer Discretionary | 11.24% |
| 2 | Technology | 1.66% |
| 3 | Financials | 0.64% |
| 4 | Healthcare | 0.13% |
| 5 | Communication Services | 0.12% |
