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
$67.6M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$674K
2 +$207K
3 +$155K
4
AAPL icon
Apple
AAPL
+$85.5K
5
BA icon
Boeing
BA
+$52.1K

Top Sells

1 +$3.27M
2 +$1.89M
3 +$1.47M
4
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$1.35M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.15M

Sector Composition

1 Technology 3.99%
2 Consumer Staples 2.66%
3 Materials 2.31%
4 Communication Services 2.15%
5 Consumer Discretionary 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$3.03K ﹤0.01%
4
127
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69
128
$3.01K ﹤0.01%
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129
$2.84K ﹤0.01%
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130
$2.46K ﹤0.01%
50
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17
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121
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135
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2
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$1.67K ﹤0.01%
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107
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$1.58K ﹤0.01%
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147
$1.58K ﹤0.01%
6
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5
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$1.55K ﹤0.01%
30
150
$1.54K ﹤0.01%
3