DWA

Delos Wealth Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$760K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$906K
3
+$844K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$490K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$223K

Top Sells

1
+$419K
2
+$187K
3
+$186K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$178K
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$172K

Sector Composition

1 Technology 10.19%
2 Consumer Staples 4.22%
3 Materials 3.67%
4 Utilities 3.33%
5 Energy 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
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