DWA

Delap Wealth Advisory Portfolio holdings

AUM $238M
1-Year Est. Return 15.64%
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$3.11M
3
+$1.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.11M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.06M

Top Sells

1
+$15.6M
2
+$10.8M
3
+$6.85M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.54M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$4.72M

Sector Composition

1 Technology 7.4%
2 Financials 2.31%
3 Consumer Staples 1.81%
4 Consumer Discretionary 1.72%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
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