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
51
$41.5K 0.02%
+737
52
$41.1K 0.01%
+486
53
$40.5K 0.01%
+489
54
$39.9K 0.01%
+729
55
$39.5K 0.01%
+374
56
$39.1K 0.01%
+815
57
$39K 0.01%
+2,969
58
$38.5K 0.01%
+1,093
59
$37.9K 0.01%
+582
60
$37.6K 0.01%
+961
61
$37.4K 0.01%
+609
62
$36.7K 0.01%
+979
63
$36.6K 0.01%
+900
64
$35K 0.01%
+292
65
$34.9K 0.01%
221
66
$33.8K 0.01%
+440
67
$32.5K 0.01%
500
68
$31.5K 0.01%
+241
69
$31.4K 0.01%
+667
70
$31K 0.01%
+1,034
71
$29.5K 0.01%
1,300
72
$29.3K 0.01%
+1,633
73
$28.1K 0.01%
1,000
74
$26.7K 0.01%
200
75
$26.5K 0.01%
+95
1 2
3
4 5