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
$234M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$925K
3
+$554K

Top Sells

1
+$18M
2
+$143K
3
+$132K
4
WFC icon
Wells Fargo
WFC
+$125K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$120K

Sector Composition

1 Consumer Discretionary 11.24%
2 Technology 1.66%
3 Financials 0.64%
4 Healthcare 0.13%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
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