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
$198M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.1M
3
+$4.89M
4
HBI icon
Hanesbrands
HBI
+$4.4M
5
NLSN
Nielsen Holdings plc
NLSN
+$4.03M

Top Sells

1
+$89.2K

Sector Composition

1 Communication Services 4.6%
2 Healthcare 3.49%
3 Consumer Discretionary 3.22%
4 Industrials 2.06%
5 Technology 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.4K 0.02%
150
27
$37.1K 0.02%
975
28
$31.9K 0.02%
1,300
29
$31.3K 0.02%
500
30
$28.8K 0.01%
118
31
$22.4K 0.01%
221
32
$20.4K 0.01%
200
33
$20.1K 0.01%
113
34
$19.2K 0.01%
1,000
35
$18.2K 0.01%
350
36
$17K 0.01%
+150
37
$14.6K 0.01%
280
38
$4.08K ﹤0.01%
121
39
$2.61K ﹤0.01%
1,137
40
$2.42K ﹤0.01%
21
41
$617 ﹤0.01%
73
42
$521 ﹤0.01%
10
1
2