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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
401
$1K ﹤0.01%
5
402
$1K ﹤0.01%
25
403
$1K ﹤0.01%
61
404
$1K ﹤0.01%
5
405
$1K ﹤0.01%
10
406
$1K ﹤0.01%
10
407
$1K ﹤0.01%
+8
408
$1K ﹤0.01%
+10
409
$1K ﹤0.01%
15
410
$1K ﹤0.01%
5
411
$1K ﹤0.01%
+447
412
$1K ﹤0.01%
100
413
$1K ﹤0.01%
20
414
$1K ﹤0.01%
20
415
$1K ﹤0.01%
66
+1
416
$1K ﹤0.01%
5
417
$1K ﹤0.01%
4
+3
418
$1K ﹤0.01%
52
+1
419
$1K ﹤0.01%
+24
420
$1K ﹤0.01%
5
421
$1K ﹤0.01%
+32
422
$1K ﹤0.01%
110
423
$1K ﹤0.01%
+22
424
$1K ﹤0.01%
+6
425
$1K ﹤0.01%
+61
15 16
17
18 19