DWA
Delos Wealth Advisors Portfolio holdings
AUM
$128M
This Quarter Return
-0.38%
1 Year Return
+15.6%
3 Year Return
+38.43%
5 Year Return
–
10 Year Return
–
AUM
$90.8M
AUM Growth
+$90.8M
(+14%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
13.3%
Top 10 Holdings %
Top 10 Hldgs %
50.39%
Holding
266
New
71
Increased
37
Reduced
32
Closed
24
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.4M |
| 2 |
Apple
AAPL
|
$1.14M |
| 3 |
Global X Copper Miners ETF NEW
COPX
|
$992K |
| 4 |
iShares Global Timber & Forestry ETF
WOOD
|
$818K |
| 5 |
Pacer Data & Infrastructure Real Estate ETF
SRVR
|
$818K |
Sector Composition
| 1 | Industrials | 5.38% |
| 2 | Materials | 5.26% |
| 3 | Technology | 3.83% |
| 4 | Financials | 3.39% |
| 5 | Communication Services | 2.19% |
