DWA
Delos Wealth Advisors Portfolio holdings
AUM
$128M
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
+$78.1M
(-0.31%)
Cap. Flow
+$796K
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
52.85%
Holding
385
New
8
Increased
10
Reduced
38
Closed
6
Top Buys
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% |
