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
$114M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$459K
3
+$415K
4
GLD icon
SPDR Gold Trust
GLD
+$368K
5
LNT icon
Alliant Energy
LNT
+$350K

Top Sells

1
+$4.12M
2
+$131K
3
+$98.8K
4
AAPL icon
Apple
AAPL
+$76K
5
CAT icon
Caterpillar
CAT
+$38.7K

Sector Composition

1 Technology 7.67%
2 Consumer Staples 4.6%
3 Utilities 3.17%
4 Materials 2.96%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59.8K 0.05%
681
-20
77
$58.7K 0.05%
+1,167
78
$52.3K 0.05%
1,700
79
$50.7K 0.04%
628
80
$46.7K 0.04%
170
-97
81
$45.4K 0.04%
400
-36
82
$43.1K 0.04%
+1,100
83
$41.1K 0.04%
426
-21
84
$34.6K 0.03%
388
-210
85
$33.1K 0.03%
100
-26
86
$32.8K 0.03%
+461
87
$32.2K 0.03%
100
-19
88
$30.2K 0.03%
1,503
89
$27.9K 0.02%
310
90
$27.1K 0.02%
100
91
$25.5K 0.02%
210
-1,080
92
$24.6K 0.02%
43
-26
93
$24.3K 0.02%
149
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94
$22.5K 0.02%
300
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95
$20.8K 0.02%
200
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96
$20.4K 0.02%
+350
97
$19.5K 0.02%
+34
98
$16.9K 0.01%
75
99
$16.6K 0.01%
311
-50
100
$15.8K 0.01%
30
2 3
4
5 6