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
$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
126
$5.65K ﹤0.01%
+2,500
127
$5.54K ﹤0.01%
+1,017
128
$5.47K ﹤0.01%
+112
129
$5.29K ﹤0.01%
23
130
$4.98K ﹤0.01%
18
-10
131
$4.84K ﹤0.01%
16
-12
132
$4.63K ﹤0.01%
+132
133
$4.46K ﹤0.01%
17
134
$4.38K ﹤0.01%
43
-10
135
$4.16K ﹤0.01%
31
136
$3.99K ﹤0.01%
35
-140
137
$3.98K ﹤0.01%
112
138
$3.78K ﹤0.01%
+57
139
$3.44K ﹤0.01%
7
-60
140
$3.28K ﹤0.01%
11
-15
141
$2.77K ﹤0.01%
17
142
$2.65K ﹤0.01%
56
-222
143
$2.59K ﹤0.01%
30
-130
144
$2.28K ﹤0.01%
74
145
$2.12K ﹤0.01%
10
146
$1.92K ﹤0.01%
5
147
$1.75K ﹤0.01%
150
+50
148
$1.71K ﹤0.01%
10
149
$1.67K ﹤0.01%
2
150
$1.66K ﹤0.01%
26
4 5
6
7 8