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
101
$9K 0.01%
+22
102
$9K 0.01%
+149
103
$8K 0.01%
+13
104
$8K 0.01%
+135
105
$7K 0.01%
+34
106
$7K 0.01%
+55
107
$7K 0.01%
+1,125
108
$7K 0.01%
+20
109
$6K 0.01%
+26
110
$5K 0.01%
+47
111
$5K 0.01%
+250
112
$4K 0.01%
+12
113
$4K 0.01%
+14
114
$4K 0.01%
+25
115
$4K 0.01%
+100
116
$4K 0.01%
+23
117
$4K 0.01%
+18
118
$4K 0.01%
+36
119
$4K 0.01%
+52
120
$3K ﹤0.01%
+11
121
$3K ﹤0.01%
+4
122
$3K ﹤0.01%
+13
123
$3K ﹤0.01%
+37
124
$3K ﹤0.01%
+17
125
$3K ﹤0.01%
+20
3 4
5
6 7