DWA

Delos Wealth Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
126
$3K ﹤0.01%
+11
127
$3K ﹤0.01%
+112
128
$3K ﹤0.01%
+74
129
$3K ﹤0.01%
+270
130
$3K ﹤0.01%
+61
131
$3K ﹤0.01%
+16
132
$3K ﹤0.01%
+14
133
$3K ﹤0.01%
+13
134
$3K ﹤0.01%
+31
135
$3K ﹤0.01%
+100
136
$3K ﹤0.01%
+20
137
$2K ﹤0.01%
+15
138
$2K ﹤0.01%
+17
139
$2K ﹤0.01%
+15
140
$2K ﹤0.01%
+200
141
$2K ﹤0.01%
+25
142
$2K ﹤0.01%
+26
143
$2K ﹤0.01%
+28
144
$2K ﹤0.01%
+6
145
$2K ﹤0.01%
+24
146
$2K ﹤0.01%
+103
147
$2K ﹤0.01%
+20
148
$2K ﹤0.01%
+20
149
$2K ﹤0.01%
+53
150
$2K ﹤0.01%
+26
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