DWA
Delos Wealth Advisors Portfolio holdings
AUM
$128M
This Quarter Return
-0.13%
1 Year Return
+15.6%
3 Year Return
+38.43%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+9.7%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
10.11%
Top 10 Holdings %
Top 10 Hldgs %
46.72%
Holding
216
New
31
Increased
56
Reduced
18
Closed
16
Top Buys
| 1 |
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
|
$5.92M |
| 2 |
Apple
AAPL
|
$3.89M |
| 3 |
Microsoft
MSFT
|
$1.43M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$608K |
| 5 |
ConocoPhillips
COP
|
$575K |
Top Sells
Sector Composition
| 1 | Technology | 11.38% |
| 2 | Consumer Staples | 4.43% |
| 3 | Utilities | 3.13% |
| 4 | Materials | 2.76% |
| 5 | Energy | 2.27% |
