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
$79.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.05M
3
+$5.56M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.66M
5
AAPL icon
Apple
AAPL
+$2.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.94%
2 Industrials 5.9%
3 Consumer Discretionary 4.43%
4 Communication Services 3.31%
5 Materials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$59K 0.07%
+593
52
$55K 0.07%
+105
53
$53K 0.07%
+1,503
54
$44K 0.06%
+823
55
$43K 0.05%
+675
56
$39K 0.05%
+141
57
$35K 0.04%
+240
58
$29K 0.04%
+130
59
$29K 0.04%
+125
60
$28K 0.04%
+18
61
$26K 0.03%
+73
62
$23K 0.03%
+1,000
63
$23K 0.03%
+86
64
$23K 0.03%
+168
65
$22K 0.03%
+926
66
$21K 0.03%
+59
67
$21K 0.03%
+45
68
$21K 0.03%
+390
69
$20K 0.03%
+72
70
$20K 0.03%
+117
71
$20K 0.03%
+50
72
$20K 0.03%
+476
73
$19K 0.02%
+340
74
$19K 0.02%
+125
75
$19K 0.02%
+49
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3
4 5