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
$88.3M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 5.68%
2 Materials 4.95%
3 Technology 4.17%
4 Healthcare 2.52%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$8K 0.01%
135
152
$8K 0.01%
89
153
$8K 0.01%
168
154
$8K 0.01%
169
155
$8K 0.01%
45
156
$8K 0.01%
33
157
$8K 0.01%
+26
158
$7K 0.01%
118
159
$7K 0.01%
137
160
$7K 0.01%
33
161
$7K 0.01%
119
162
$7K 0.01%
300
163
$7K 0.01%
240
164
$6K 0.01%
39
165
$6K 0.01%
83
166
$6K 0.01%
34
167
$6K 0.01%
20
-1,340
168
$6K 0.01%
55
169
$5K 0.01%
28
170
$5K 0.01%
33
171
$5K 0.01%
3
172
$5K 0.01%
40
173
$5K 0.01%
66
174
$5K 0.01%
86
175
$4K ﹤0.01%
72