DWA
Delap Wealth Advisory Portfolio holdings
AUM
$208M
This Quarter Return
+9.13%
1 Year Return
+14.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95.6M
AUM Growth
–
Cap. Flow
+$95.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.36%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Healthcare | 3.54% |
| 3 | Financials | 3.25% |
| 4 | Consumer Discretionary | 1.83% |
| 5 | Consumer Staples | 1.39% |
