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
76
$18K 0.02%
+278
77
$16K 0.02%
+496
78
$16K 0.02%
+300
79
$16K 0.02%
+500
80
$16K 0.02%
+495
81
$15K 0.02%
+81
82
$15K 0.02%
+76
83
$15K 0.02%
+28
84
$15K 0.02%
+306
85
$14K 0.02%
+62
86
$14K 0.02%
+225
87
$14K 0.02%
+36
88
$13K 0.02%
+23
89
$13K 0.02%
+115
90
$13K 0.02%
+28
91
$12K 0.02%
+80
92
$12K 0.02%
+55
93
$12K 0.02%
+92
94
$12K 0.02%
+77
95
$12K 0.02%
+100
96
$11K 0.01%
+58
97
$11K 0.01%
+35
98
$11K 0.01%
+120
99
$11K 0.01%
+44
100
$10K 0.01%
+39
2 3
4
5 6