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
276
$6K 0.01%
+23
277
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+136
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279
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283
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284
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285
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$6K 0.01%
47
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$5K ﹤0.01%
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+139
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297
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+96
298
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299
$5K ﹤0.01%
+57
300
$5K ﹤0.01%
+36