AWA

Artemis Wealth Advisors Portfolio holdings

AUM $582M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$18.5M
3
+$15.7M
4
GREK icon
Global X MSCI Greece ETF
GREK
+$248K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$49K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.09%
2 Technology 0.08%
3 Consumer Staples 0.05%
4 Financials 0.05%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7K 0.01%
+92
27
$7K 0.01%
+297
28
$6K 0.01%
+73
29
$4K ﹤0.01%
+121
30
$4K ﹤0.01%
+72
31
$4K ﹤0.01%
+69
32
$3K ﹤0.01%
+69
33
$2K ﹤0.01%
+21
34
$1K ﹤0.01%
+10
1
2