DWA
Delos Wealth Advisors Portfolio holdings
AUM
$128M
This Quarter Return
+6.2%
1 Year Return
+15.6%
3 Year Return
+38.43%
5 Year Return
–
10 Year Return
–
AUM
$79.9M
AUM Growth
–
Cap. Flow
+$79.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.89%
Holding
195
New
195
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
$9.06M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$8.05M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.56M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.66M |
| 5 |
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% |
