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
$184M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$12.8M

Top Sells

1
+$25K

Sector Composition

1 Financials 0.36%
2 Communication Services 0.23%
3 Technology 0.19%
4 Healthcare 0.07%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.08K ﹤0.01%
121
27
$2.73K ﹤0.01%
21
28
$859 ﹤0.01%
73
29
$717 ﹤0.01%
10
1
2