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
$549M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$17.6M
3
+$12.5M
4
NVDA icon
NVIDIA
NVDA
+$11.8M
5
ASML icon
ASML
ASML
+$10.1M

Top Sells

1
+$11M
2
+$49.3K
3
+$45.9K
4
AOS icon
A.O. Smith
AOS
+$41.2K
5
BF.B icon
Brown-Forman Class B
BF.B
+$35.6K

Sector Composition

1 Technology 10.58%
2 Consumer Discretionary 10.41%
3 Financials 0.54%
4 Communication Services 0.29%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-554
77
– –
-67
78
– –
-4
1 2 3
4