DWA

Delap Wealth Advisory Portfolio holdings

AUM $284M
1-Year Est. Return 23.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.6M
3
+$7.21M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.16M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$5.63M

Top Sells

1
+$6.33M
2
+$5.14M
3
+$4.93M
4
NVDA icon
NVIDIA
NVDA
+$4.7M
5
AMZN icon
Amazon
AMZN
+$3.14M

Sector Composition

1 Technology 8.24%
2 Consumer Discretionary 2.79%
3 Financials 2.21%
4 Consumer Staples 1.55%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
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