DWA
Delos Wealth Advisors Portfolio holdings
AUM
$128M
1-Year Return
15.6%
This Quarter Return
+1.55%
1 Year Return
+15.6%
3 Year Return
+38.43%
5 Year Return
–
10 Year Return
–
AUM
$78.4M
AUM Growth
-$646K
(-0.82%)
Cap. Flow
-$841K
Cap. Flow
% of AUM
-1.07%
Top 10 Holdings %
Top 10 Hldgs %
53.76%
Holding
399
New
7
Increased
28
Reduced
43
Closed
22
Top Buys
Top Sells
| 1 |
ProShares VIX Short-Term Futures ETF
VIXY
|
$923K |
| 2 |
Steel Dynamics
STLD
|
$767K |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$364K |
| 4 |
Invesco Bloomberg Pricing Power ETF
POWA
|
$293K |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$259K |
Sector Composition
| 1 | Technology | 3.77% |
| 2 | Consumer Staples | 2.56% |
| 3 | Healthcare | 2.07% |
| 4 | Utilities | 1.9% |
| 5 | Materials | 1.81% |
