DWA
Delos Wealth Advisors Portfolio holdings
AUM
$151M
1-Year Est. Return
19.98%
This Fund
S&P 500
1 Year Est. Return
+19.98%
AUM
$90.8M
AUM Growth
+$10.9M
(+14%)
Holding
266
Top Buys
| 1 | +$3.22M | |
| 2 | +$2.43M | |
| 3 | +$2.18M | |
| 4 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
+$1.95M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.94M |
Top Sells
| 1 | +$1.4M | |
| 2 | +$1.19M | |
| 3 | +$1.05M | |
| 4 |
iShares Global Timber & Forestry ETF
WOOD
|
+$845K |
| 5 |
Pacer Data & Infrastructure Real Estate ETF
SRVR
|
+$818K |
Sector Composition
| 1 | Industrials | 5.38% |
| 2 | Materials | 5.26% |
| 3 | Technology | 3.83% |
| 4 | Financials | 3.39% |
| 5 | Communication Services | 2.19% |