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
101
$12.2K ﹤0.01%
+648
102
$10.1K ﹤0.01%
+341
103
$9.92K ﹤0.01%
+745
104
$9.66K ﹤0.01%
+542
105
$9.41K ﹤0.01%
+671
106
$7.83K ﹤0.01%
+306
107
$7.3K ﹤0.01%
+93
108
$6.62K ﹤0.01%
+117
109
$6.41K ﹤0.01%
+51
110
$3.38K ﹤0.01%
21
111
$3.26K ﹤0.01%
121
112
$3.15K ﹤0.01%
+202
113
$2.99K ﹤0.01%
+24
114
$2.43K ﹤0.01%
+283
115
$2.35K ﹤0.01%
1,137
116
$1.52K ﹤0.01%
+67
117
$904 ﹤0.01%
+91
118
$722 ﹤0.01%
73
1 2 3 4
5