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
101
$15.2K 0.01%
100
-3
102
$15.1K 0.01%
+180
103
$13.2K 0.01%
251
+5
104
$13K 0.01%
50
+39
105
$11.5K 0.01%
+200
106
$10.9K 0.01%
+152
107
$10.4K 0.01%
60
-140
108
$10.2K 0.01%
+100
109
$10.1K 0.01%
350
110
$9.85K 0.01%
+300
111
$9.65K 0.01%
420
+100
112
$9.46K 0.01%
115
113
$9.21K 0.01%
34
114
$8.82K 0.01%
75
-134
115
$7.99K 0.01%
711
+300
116
$7.99K 0.01%
+500
117
$7.75K 0.01%
+126
118
$7.44K 0.01%
+200
119
$7.36K 0.01%
+75
120
$7.15K 0.01%
+250
121
$6.54K 0.01%
25
+3
122
$6.33K 0.01%
30
-135
123
$6.21K 0.01%
+1,000
124
$5.9K 0.01%
+142
125
$5.79K 0.01%
84
-332
3 4
5
6 7