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
$549M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$17.6M
3
+$12.5M
4
NVDA icon
NVIDIA
NVDA
+$11.8M
5
ASML icon
ASML
ASML
+$10.1M

Top Sells

1
+$11M
2
+$49.3K
3
+$45.9K
4
AOS icon
A.O. Smith
AOS
+$41.2K
5
BF.B icon
Brown-Forman Class B
BF.B
+$35.6K

Sector Composition

1 Technology 10.58%
2 Consumer Discretionary 10.41%
3 Financials 0.54%
4 Communication Services 0.29%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$255K 0.05%
6,946
27
$251K 0.05%
2,739
28
$241K 0.04%
3,813
29
$216K 0.04%
9,513
30
$193K 0.04%
9,244
31
$170K 0.03%
6,310
32
$153K 0.03%
4,441
+346
33
$115K 0.02%
504
34
$62.9K 0.01%
1,604
35
$56.6K 0.01%
643
+458
36
$44.9K 0.01%
520
-5
37
$43.7K 0.01%
567
+5
38
$42K 0.01%
256
-3
39
$41.9K 0.01%
346
+10
40
$41.7K 0.01%
+163
41
$41.6K 0.01%
+167
42
$40.4K 0.01%
106
-44
43
$39.1K 0.01%
175
+15
44
$38.8K 0.01%
750
45
$38.7K 0.01%
649
+46
46
$38.4K 0.01%
458
+91
47
$38.2K 0.01%
+610
48
$37.8K 0.01%
338
+7
49
$37.5K 0.01%
+314
50
$34.7K 0.01%
324
-3
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