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
$103M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$727K
3
+$656K
4
IBM icon
IBM
IBM
+$640K
5
LNT icon
Alliant Energy
LNT
+$551K

Top Sells

1
+$817K
2
+$246K
3
+$196K
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$145K
5
PXD
Pioneer Natural Resource Co.
PXD
+$108K

Sector Composition

1 Technology 6.74%
2 Consumer Staples 4.27%
3 Utilities 2.6%
4 Materials 2.59%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.2K 0.02%
175
102
$17.2K 0.02%
361
103
$17K 0.02%
20
104
$17K 0.02%
75
105
$16.8K 0.02%
38
106
$16K 0.02%
38
107
$15.1K 0.01%
89
108
$15K 0.01%
30
109
$14.8K 0.01%
86
-8
110
$14.7K 0.01%
85
111
$14.3K 0.01%
98
112
$14K 0.01%
17
113
$14K 0.01%
46
114
$13.8K 0.01%
40
115
$13.5K 0.01%
20
116
$12.6K 0.01%
56
117
$12.5K 0.01%
278
118
$12.5K 0.01%
160
119
$12.4K 0.01%
246
+4
120
$11.9K 0.01%
3
121
$11.8K 0.01%
13
122
$11.7K 0.01%
110
123
$10.9K 0.01%
122
124
$10.9K 0.01%
67
125
$10.7K 0.01%
50
3 4
5
6 7