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DWA

Delos Wealth Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
+$1.5M
2
+$463K
3
+$283K
4
GLD icon
SPDR Gold Trust
GLD
+$207K
5
MSFT icon
Microsoft
MSFT
+$194K

Top Sells

1
+$89K
2
+$44K
3
+$23.1K
4
CMA
Comerica
CMA
+$20K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.9K

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%
+44
277
$6K 0.01%
+67
278
$6K 0.01%
+66
279
$6K 0.01%
+42
280
$6K 0.01%
+164
281
$6K 0.01%
+154
282
$6K 0.01%
+54
283
$6K 0.01%
+61
284
$6K 0.01%
+214
285
$6K 0.01%
47
+37
286
$6K 0.01%
+31
287
$6K 0.01%
+42
288
$6K 0.01%
+33
289
$6K 0.01%
+71
290
$5K ﹤0.01%
+41
291
$5K ﹤0.01%
+110
292
$5K ﹤0.01%
+139
293
$5K ﹤0.01%
+129
294
$5K ﹤0.01%
+46
295
$5K ﹤0.01%
+53
296
$5K ﹤0.01%
+96
297
$5K ﹤0.01%
+64
298
$5K ﹤0.01%
+57
299
$5K ﹤0.01%
+36
300
$5K ﹤0.01%
+40
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