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
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$16K 0.02%
+300
79
$16K 0.02%
+500
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$15K 0.02%
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84
$15K 0.02%
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85
$14K 0.02%
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86
$14K 0.02%
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$14K 0.02%
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$13K 0.02%
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$13K 0.02%
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95
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$11K 0.01%
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100
$10K 0.01%
+39