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
$83.6M
AUM Growth
-$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 4.75%
2 Technology 4.2%
3 Materials 3.06%
4 Healthcare 2.88%
5 Utilities 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$12K 0.01%
+1,000
127
$12K 0.01%
96
+4
128
$12K 0.01%
84
+3
129
$11K 0.01%
115
130
$11K 0.01%
60
131
$11K 0.01%
62
132
$11K 0.01%
131
+6
133
$11K 0.01%
400
134
$10K 0.01%
1,000
135
$10K 0.01%
123
+5
136
$10K 0.01%
122
+6
137
$10K 0.01%
28
138
$10K 0.01%
215
-7
139
$9K 0.01%
69
140
$9K 0.01%
55
141
$9K 0.01%
200
142
$9K 0.01%
44
143
$9K 0.01%
80
+8
144
$8K 0.01%
120
145
$8K 0.01%
+106
146
$8K 0.01%
169
147
$8K 0.01%
45
148
$8K 0.01%
42
+8
149
$8K 0.01%
33
150
$8K 0.01%
26