AWA

Artemis Wealth Advisors Portfolio holdings

AUM $601M
1-Year Est. Return 27.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$189K
2
+$95.5K
3
+$79K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$42.2K

Top Sells

1
+$20.1K

Sector Composition

1 Communication Services 0.41%
2 Technology 0.21%
3 Healthcare 0.07%
4 Financials 0.05%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78K ﹤0.01%
21
27
$727 ﹤0.01%
10
1
2