DWA

Delos Wealth Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$455K
3 +$284K
4
GLD icon
SPDR Gold Trust
GLD
+$210K
5
MSFT icon
Microsoft
MSFT
+$201K

Top Sells

1 +$44K
2 +$30.4K
3 +$23.2K
4
CMA icon
Comerica
CMA
+$20.3K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$9.2K

Sector Composition

1 Industrials 5.74%
2 Technology 5.21%
3 Materials 4.88%
4 Financials 3.78%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$9K 0.01%
+60
227
$9K 0.01%
88
228
$9K 0.01%
47
+46
229
$9K 0.01%
+21
230
$9K 0.01%
55
231
$9K 0.01%
120
+114
232
$9K 0.01%
+291
233
$9K 0.01%
+108
234
$9K 0.01%
+127
235
$9K 0.01%
+167
236
$9K 0.01%
+111
237
$9K 0.01%
135
238
$9K 0.01%
183
+174
239
$8K 0.01%
+37
240
$8K 0.01%
+99
241
$8K 0.01%
+137
242
$8K 0.01%
+83
243
$8K 0.01%
+36
244
$8K 0.01%
+70
245
$8K 0.01%
+89
246
$8K 0.01%
+211
247
$8K 0.01%
26
248
$8K 0.01%
140
249
$8K 0.01%
95
250
$8K 0.01%
28