DWA
Delos Wealth Advisors Portfolio holdings
AUM
$128M
1-Year Return
15.6%
This Quarter Return
-2.27%
1 Year Return
+15.6%
3 Year Return
+38.43%
5 Year Return
–
10 Year Return
–
AUM
$78.1M
AUM Growth
-$242K
(-0.31%)
Cap. Flow
-$259K
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
52.85%
Holding
385
New
8
Increased
8
Reduced
41
Closed
6
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$774K |
| 2 |
ProShares VIX Mid-Term Futures ETF
VIXM
|
$70.3K |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$35.3K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$28.9K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$24.3K |
Top Sells
Sector Composition
| 1 | Technology | 3.62% |
| 2 | Consumer Staples | 2.59% |
| 3 | Healthcare | 2.02% |
| 4 | Communication Services | 1.89% |
| 5 | Utilities | 1.8% |
