DWA
Delos Wealth Advisors Portfolio holdings
AUM
$128M
This Quarter Return
+6.28%
1 Year Return
+15.6%
3 Year Return
+38.43%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(+1.4%)
Cap. Flow
-$4.1M
Cap. Flow
% of AUM
-3.2%
Top 10 Holdings %
Top 10 Hldgs %
44.83%
Holding
262
New
206
Increased
3
Reduced
37
Closed
1
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$219K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$211K |
| 3 |
First Trust Technology AlphaDEX Fund
FXL
|
$197K |
| 4 |
Invesco S&P 500 Pure Value ETF
RPV
|
$195K |
| 5 |
iShares International Dividend Growth ETF
IGRO
|
$187K |
Top Sells
Sector Composition
| 1 | Technology | 11.46% |
| 2 | Consumer Staples | 4.48% |
| 3 | Materials | 3.83% |
| 4 | Utilities | 3.14% |
| 5 | Consumer Discretionary | 2.18% |
