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
$90.8M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 5.38%
2 Materials 5.26%
3 Technology 3.83%
4 Financials 3.39%
5 Communication Services 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$16K 0.02%
168
77
$15K 0.02%
495
78
$15K 0.02%
+429
79
$15K 0.02%
+248
80
$15K 0.02%
76
81
$14K 0.02%
115
82
$14K 0.02%
45
83
$14K 0.02%
81
84
$14K 0.02%
36
85
$13K 0.01%
28
86
$13K 0.01%
23
87
$13K 0.01%
56
-509
88
$13K 0.01%
62
89
$13K 0.01%
225
90
$13K 0.01%
92
91
$12K 0.01%
120
92
$12K 0.01%
80
93
$12K 0.01%
44
+5
94
$12K 0.01%
55
95
$12K 0.01%
35
96
$11K 0.01%
300
97
$11K 0.01%
100
98
$10K 0.01%
+88
99
$10K 0.01%
64
-13
100
$9K 0.01%
13