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
$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
76
$26.3K 0.01%
+475
77
$23K 0.01%
+205
78
$22.7K 0.01%
+440
79
$22.5K 0.01%
350
80
$22.3K 0.01%
+546
81
$22.3K 0.01%
113
82
$22.2K 0.01%
+196
83
$21.9K 0.01%
+815
84
$21.7K 0.01%
118
85
$21.7K 0.01%
+185
86
$19.3K 0.01%
+659
87
$19.1K 0.01%
+205
88
$18.8K 0.01%
280
89
$18.7K 0.01%
+341
90
$18.4K 0.01%
+189
91
$17.5K 0.01%
+255
92
$17.1K 0.01%
+202
93
$16.8K 0.01%
+153
94
$16.5K 0.01%
+171
95
$16.1K 0.01%
+280
96
$14K 0.01%
+306
97
$13.8K 0.01%
+332
98
$13.4K ﹤0.01%
+1,765
99
$12.8K ﹤0.01%
+619
100
$12.8K ﹤0.01%
+415
1 2 3
4
5