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
$128M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.11M
3
+$973K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$303K
5
KALA icon
KALA BIO
KALA
+$51.8K

Top Sells

1
+$289K

Sector Composition

1 Financials 0.49%
2 Communication Services 0.34%
3 Technology 0.2%
4 Healthcare 0.09%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5K 0.01%
280
27
$9.55K 0.01%
1,137
28
$6.37K 0.01%
+121
29
$2.21K ﹤0.01%
21
30
$738 ﹤0.01%
73
31
$675 ﹤0.01%
10
1
2