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
$277M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$744K
3
+$143K
4
LLY icon
Eli Lilly
LLY
+$132K
5
WFC icon
Wells Fargo
WFC
+$125K

Top Sells

1
+$1.92M
2
+$816K

Sector Composition

1 Consumer Discretionary 7.66%
2 Technology 1.25%
3 Financials 0.82%
4 Healthcare 0.38%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$78.6K 0.03%
+539
27
$70K 0.03%
+450
28
$65.9K 0.02%
+688
29
$65.4K 0.02%
+1,410
30
$64.4K 0.02%
+2,182
31
$62.9K 0.02%
+1,057
32
$61.7K 0.02%
+1,237
33
$55.6K 0.02%
+587
34
$55.3K 0.02%
+963
35
$55.2K 0.02%
+628
36
$54.4K 0.02%
+145
37
$54.4K 0.02%
+517
38
$54.3K 0.02%
+308
39
$52.6K 0.02%
+275
40
$52K 0.02%
+378
41
$50.8K 0.02%
+300
42
$50.3K 0.02%
+591
43
$50K 0.02%
+981
44
$48.9K 0.02%
150
45
$48.5K 0.02%
+872
46
$46.3K 0.02%
+438
47
$46.2K 0.02%
578
+568
48
$43.4K 0.02%
975
49
$42.5K 0.02%
+288
50
$42.4K 0.02%
+2,272
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