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
$118M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$290K
3
+$252K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$199K

Top Sells

1
+$3.65M
2
+$406K
3
+$4.87K

Sector Composition

1 Financials 0.53%
2 Communication Services 0.42%
3 Technology 0.22%
4 Healthcare 0.06%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9K ﹤0.01%
73
27
$1.9K ﹤0.01%
21
28
$744 ﹤0.01%
10
29
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