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
$89M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.68M
3 +$1.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.53M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$1.28M

Sector Composition

1 Technology 3.84%
2 Consumer Staples 3.08%
3 Materials 2.67%
4 Utilities 2.38%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-10
402
-17
403
-4
404
-1
405
0
406
-675
407
-364
408
-7
409
-25
410
-61
411
-2
412
-6
413
-2
414
-9
415
-9
416
-12
417
-150
418
-12
419
-29
420
-6
421
-6
422
-975
423
-1
424
-5
425
-2