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
$123M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.16M
3
+$950K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$859K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$651K

Top Sells

1
+$8K
2
+$1.73K

Sector Composition

1 Communication Services 0.4%
2 Technology 0.21%
3 Healthcare 0.12%
4 Consumer Staples 0.05%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9K 0.01%
280
27
$10.9K 0.01%
245
28
$10.8K 0.01%
330
29
$10.2K 0.01%
240
30
$9.7K 0.01%
108
31
$7.85K 0.01%
297
32
$7.16K 0.01%
73
33
$7.11K 0.01%
92
34
$6.97K 0.01%
143
35
$5K ﹤0.01%
121
36
$4.54K ﹤0.01%
72
37
$4.5K ﹤0.01%
69
38
$3.06K ﹤0.01%
69
39
$1.81K ﹤0.01%
+54
40
$1.81K ﹤0.01%
21
41
$598 ﹤0.01%
10
42
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