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
$105M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$455K
3 +$284K
4
GLD icon
SPDR Gold Trust
GLD
+$210K
5
MSFT icon
Microsoft
MSFT
+$201K

Top Sells

1 +$44K
2 +$30.4K
3 +$23.2K
4
CMA icon
Comerica
CMA
+$20.3K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$9.2K

Sector Composition

1 Industrials 5.74%
2 Technology 5.21%
3 Materials 4.88%
4 Financials 3.78%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$49K 0.05%
237
+182
77
$48K 0.05%
463
-37
78
$48K 0.05%
261
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79
$47K 0.04%
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80
$47K 0.04%
94
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81
$46K 0.04%
+606
82
$45K 0.04%
+162
83
$45K 0.04%
241
+165
84
$43K 0.04%
166
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85
$42K 0.04%
273
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86
$42K 0.04%
+439
87
$40K 0.04%
197
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88
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238
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89
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92
$38K 0.04%
186
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93
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94
$36K 0.03%
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$35K 0.03%
62
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96
$34K 0.03%
235
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97
$33K 0.03%
231
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98
$33K 0.03%
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99
$33K 0.03%
+52
100
$33K 0.03%
240