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
151
$1.65K ﹤0.01%
116
+3
152
$1.58K ﹤0.01%
30
153
$1.4K ﹤0.01%
63
+1
154
$1.33K ﹤0.01%
114
+1
155
$1.27K ﹤0.01%
10
156
$1.27K ﹤0.01%
45
157
$983 ﹤0.01%
125
158
$873 ﹤0.01%
5
159
$860 ﹤0.01%
22
-629
160
$839 ﹤0.01%
12
+1
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$770 ﹤0.01%
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$741 ﹤0.01%
4
163
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$672 ﹤0.01%
3
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$666 ﹤0.01%
+10
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$614 ﹤0.01%
30
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$561 ﹤0.01%
2
-3
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$472 ﹤0.01%
5
170
$437 ﹤0.01%
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$417 ﹤0.01%
3
-3
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$414 ﹤0.01%
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-65
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$400 ﹤0.01%
10
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$390 ﹤0.01%
10
175
$271 ﹤0.01%
6
-23
5 6
7
8 9