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
$188M
AUM Growth
-$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.4M
3
+$961K

Top Sells

1
+$6.03M
2
+$4.89M
3
+$4.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.27M
5
NLSN
Nielsen Holdings plc
NLSN
+$4.03M

Sector Composition

1 Technology 0.99%
2 Financials 0.84%
3 Communication Services 0.21%
4 Healthcare 0.06%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37K ﹤0.01%
1,137
27
$3.93K ﹤0.01%
121
28
$2.95K ﹤0.01%
21
29
$1.23K ﹤0.01%
73
30
$622 ﹤0.01%
10
31
– –
-261,155
32
– –
-6,495
33
– –
-108,015
34
– –
-29,680
35
– –
-350,855
36
– –
-39,295
37
– –
-80,941
38
– –
-2,069
39
– –
-97,769
40
– –
-25,468
41
– –
-58,055
42
– –
-172,810
1
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