AWA

Artemis Wealth Advisors Portfolio holdings

AUM $592M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$609K

Top Sells

1
+$19.6M
2
+$19.5M
3
+$341K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$252K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$113K

Sector Composition

1 Communication Services 0.44%
2 Technology 0.21%
3 Healthcare 0.1%
4 Financials 0.05%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
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