AWA

Artemis Wealth Advisors Portfolio holdings

AUM $601M
1-Year Est. Return 27.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.95M
3
+$71.9K
4
PB icon
Prosperity Bancshares
PB
+$41.4K
5
MZTI
The Marzetti Company
MZTI
+$39.1K

Top Sells

1
+$45.8M
2
+$24.7M
3
+$21.7M
4
NFLX icon
Netflix
NFLX
+$20.8M
5
AAPL icon
Apple
AAPL
+$20.2M

Sector Composition

1 Consumer Discretionary 35.92%
2 Technology 1.39%
3 Healthcare 0.69%
4 Financials 0.32%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-865
77
– –
-20,000
78
– –
0
79
– –
-208
80
– –
-30,000
81
– –
-250
82
– –
-15,000
1 2 3
4