DWA

Delos Wealth Advisors Portfolio holdings

AUM $128M
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.6M
AUM Growth
-$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 4.75%
2 Technology 4.2%
3 Materials 3.06%
4 Healthcare 2.88%
5 Utilities 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1K ﹤0.01%
+2
277
$1K ﹤0.01%
+18
278
$1K ﹤0.01%
+7
279
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+20
280
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5
-69
281
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141
+38
282
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+20
283
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+4
284
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+4
285
$1K ﹤0.01%
12
+2
286
-42,362
287
$0 ﹤0.01%
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288
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290
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100
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$0 ﹤0.01%
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300
$0 ﹤0.01%
+5