AWA

Artemis Wealth Advisors Portfolio holdings

AUM $592M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$1.35M
3
+$165K
4
MBB icon
iShares MBS ETF
MBB
+$160K
5
BN icon
Brookfield
BN
+$37K

Top Sells

1
+$33.4M
2
+$57.6K
3
+$50.3K
4
HAS icon
Hasbro
HAS
+$26.8K
5
AVY icon
Avery Dennison
AVY
+$24.6K

Sector Composition

1 Consumer Discretionary 18.56%
2 Technology 1.75%
3 Financials 0.51%
4 Healthcare 0.12%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62K ﹤0.01%
1,137
52
$1.61K ﹤0.01%
121
53
$1.02K ﹤0.01%
+30
54
$871 ﹤0.01%
73
55
$511 ﹤0.01%
10
56
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-241
57
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-1,410
58
– –
-450
59
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60
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61
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62
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63
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64
– –
-129,122
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3