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
$628M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$27.4M
3
+$23.3M
4
NFLX icon
Netflix
NFLX
+$19.2M
5
AAPL icon
Apple
AAPL
+$16.6M

Top Sells

1
+$21.2M
2
+$2.45M
3
+$2.24M
4
SPOT icon
Spotify
SPOT
+$1.7M
5
GREK icon
Global X MSCI Greece ETF
GREK
+$212K

Sector Composition

1 Consumer Discretionary 29.09%
2 Communication Services 6.04%
3 Technology 5.24%
4 Healthcare 1.5%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$191K 0.03%
4,957
+466
27
$112K 0.02%
1,280
28
$112K 0.02%
705
29
$108K 0.02%
2,282
+20
30
$96.7K 0.02%
1,846
-1,857
31
$87.7K 0.01%
259
32
$86K 0.01%
546
+3
33
$85.8K 0.01%
726
+5
34
$84.6K 0.01%
2,869
+14
35
$66.5K 0.01%
+689
36
$65.7K 0.01%
1,057
37
$62.3K 0.01%
1,247
38
$58.1K 0.01%
963
39
$57.7K 0.01%
1,000
40
$55.4K 0.01%
587
41
$51.3K 0.01%
381
+3
42
$49.7K 0.01%
991
+6
43
$49.2K 0.01%
221
-10,067
44
$46.4K 0.01%
1,401
45
$43K 0.01%
447
+4
46
$42.9K 0.01%
293
+2
47
$29.8K ﹤0.01%
511
+6
48
$25.8K ﹤0.01%
300
+2
49
$24.2K ﹤0.01%
113
50
$23.2K ﹤0.01%
+505
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