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
$228M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$171K

Top Sells

1
+$185K
2
+$99.2K

Sector Composition

1 Technology 1.13%
2 Financials 0.72%
3 Communication Services 0.12%
4 Healthcare 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3K ﹤0.01%
1,137
27
$3.15K ﹤0.01%
121
28
$691 ﹤0.01%
10
29
$677 ﹤0.01%
73
30
– –
-4,300
1
2