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
$535M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$2.74M
3
+$162K
4
NFG icon
National Fuel Gas
NFG
+$40.4K
5
APD icon
Air Products & Chemicals
APD
+$38.5K

Top Sells

1
+$2.74M
2
+$771K
3
+$71.4K
4
NDSN icon
Nordson
NDSN
+$41.6K
5
WST icon
West Pharmaceutical
WST
+$40.4K

Sector Composition

1 Consumer Discretionary 10.24%
2 Technology 10%
3 Financials 0.56%
4 Communication Services 0.32%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-33
77
– –
-314
78
– –
-610
79
– –
-106
1 2 3
4