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
126
$366 ﹤0.01%
+7
127
$41 ﹤0.01%
+714
128
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129
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132
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6