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
$234M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$925K
3
+$554K

Top Sells

1
+$18M
2
+$143K
3
+$132K
4
WFC icon
Wells Fargo
WFC
+$125K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$120K

Sector Composition

1 Consumer Discretionary 11.24%
2 Technology 1.66%
3 Financials 0.64%
4 Healthcare 0.13%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.3K 0.02%
378
27
$47K 0.02%
963
28
$43.3K 0.02%
688
29
$37.4K 0.02%
500
30
$34.9K 0.01%
221
31
$32.9K 0.01%
288
32
$32.7K 0.01%
975
33
$32.6K 0.01%
300
34
$32.2K 0.01%
438
35
$26.8K 0.01%
374
36
$25.1K 0.01%
292
37
$24.6K 0.01%
241
38
$23.1K 0.01%
1,300
39
$22.4K 0.01%
150
40
$20K 0.01%
2,969
41
$19.5K 0.01%
350
42
$19.2K 0.01%
1,000
43
$18.7K 0.01%
113
44
$17.7K 0.01%
196
45
$17.7K 0.01%
1,034
46
$16.7K 0.01%
200
47
$16.3K 0.01%
280
48
$15.5K 0.01%
205
49
$14.2K 0.01%
189
50
$12.3K 0.01%
440
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