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
$78.4M
AUM Growth
-$646K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1 +$978K
2 +$501K
3 +$499K
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$330K
5
MBB icon
iShares MBS ETF
MBB
+$249K

Sector Composition

1 Technology 3.77%
2 Consumer Staples 2.56%
3 Healthcare 2.07%
4 Utilities 1.9%
5 Materials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$189 ﹤0.01%
12
352
$188 ﹤0.01%
2
353
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354
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$19 ﹤0.01%
2
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