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
$196M
AUM Growth
+$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$557K
3
+$163K

Top Sells

1
+$25.8K
2
+$20.8K

Sector Composition

1 Financials 0.86%
2 Technology 0.76%
3 Communication Services 0.18%
4 Healthcare 0.05%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46K ﹤0.01%
1,137
27
$3.84K ﹤0.01%
121
28
$3.5K ﹤0.01%
21
29
$749 ﹤0.01%
73
30
$700 ﹤0.01%
10
31
– –
-150
1
2