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
$137M
AUM Growth
+$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$7.64M
3
+$36.3K

Top Sells

1
+$19.9M
2
+$917K
3
+$597K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K

Sector Composition

1 Financials 0.43%
2 Communication Services 0.31%
3 Technology 0.21%
4 Healthcare 0.11%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.65K ﹤0.01%
121
27
$2.44K ﹤0.01%
21
28
$1.03K ﹤0.01%
73
29
$669 ﹤0.01%
10
30
– –
-285,260
31
– –
-11,270
1
2