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
$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
51
$23K ﹤0.01%
196
-61
52
$20K ﹤0.01%
172
+1
53
$15.7K ﹤0.01%
+250
54
$3.76K ﹤0.01%
121
55
$3.62K ﹤0.01%
75
-204
56
$2.75K ﹤0.01%
1,137
57
$1.62K ﹤0.01%
30
58
$1.18K ﹤0.01%
73
59
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60
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0
61
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70
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72
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75
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