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
$365M
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$4.79M
3
+$1.15M
4
RENT
Rent the Runway
RENT
+$1.12M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$819K

Top Sells

1
+$7.53M
2
+$3.88M
3
+$1.73M
4
AMZN icon
Amazon
AMZN
+$1.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$872K

Sector Composition

1 Consumer Staples 14.99%
2 Technology 1.85%
3 Healthcare 1.85%
4 Financials 0.46%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32.8K 0.01%
+757
77
$32.7K 0.01%
336
+33
78
$32.7K 0.01%
+72
79
$32.7K 0.01%
+288
80
$32.6K 0.01%
597
+120
81
$32.6K 0.01%
548
+40
82
$32.6K 0.01%
+464
83
$30.9K 0.01%
10,000
-2,000
84
$30.5K 0.01%
280
-8,000
85
$29.9K 0.01%
+1,725
86
$27.9K 0.01%
113
87
$23.2K 0.01%
1,057
+38
88
$22.6K 0.01%
+755
89
$21.7K 0.01%
176
+1
90
$18.5K 0.01%
+670
91
$18.5K 0.01%
+335
92
$14K ﹤0.01%
357
+2
93
$13.2K ﹤0.01%
+536
94
$12.9K ﹤0.01%
+2,246
95
$11.9K ﹤0.01%
+348
96
$8.94K ﹤0.01%
+70
97
$8.82K ﹤0.01%
+1,396
98
$8.55K ﹤0.01%
+113
99
$8.3K ﹤0.01%
3,128
+2,165
100
$7.95K ﹤0.01%
+96
2 3
4
5 6