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
$604M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$7.65M
3
+$71.4K
4
PB icon
Prosperity Bancshares
PB
+$39K
5
MZTI
The Marzetti Company
MZTI
+$36.5K

Top Sells

1
+$46.8M
2
+$26.1M
3
+$22.3M
4
AAPL icon
Apple
AAPL
+$20.9M
5
NFLX icon
Netflix
NFLX
+$20.8M

Sector Composition

1 Consumer Discretionary 35.92%
2 Technology 1.39%
3 Healthcare 0.69%
4 Financials 0.32%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$95K 0.02%
1,057
27
$86.2K 0.01%
1,300
+19
28
$80.4K 0.01%
1,000
29
$79.3K 0.01%
741
+3
30
$68.1K 0.01%
221
-121
31
$59.6K 0.01%
465
+3
32
$54.9K 0.01%
388
+7
33
$53.1K 0.01%
358
-11
34
$48.9K 0.01%
397
+3
35
$47K 0.01%
1,019
+2
36
$43.9K 0.01%
963
37
$40.3K 0.01%
670
+58
38
$39.1K 0.01%
564
+562
39
$36.7K 0.01%
246
+245
40
$36.2K 0.01%
+159
41
$35.7K 0.01%
+688
42
$35.6K 0.01%
87
+1
43
$35.4K 0.01%
508
-12
44
$35.4K 0.01%
86
+1
45
$35K 0.01%
+482
46
$32.1K 0.01%
539
+6
47
$31.6K 0.01%
209
+23
48
$31.3K 0.01%
303
-3
49
$30.5K 0.01%
477
-120
50
$27.9K ﹤0.01%
113
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