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
$148M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Sells

1 +$149K
2 +$118K
3 +$69.8K
4
KBA icon
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
+$44.7K
5
VSAT icon
Viasat
VSAT
+$41K

Sector Composition

1 Technology 11.21%
2 Materials 4.7%
3 Consumer Staples 4.36%
4 Utilities 3.35%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWV icon
176
iShares Russell 3000 ETF
IWV
$18.3B
$10.6K 0.01%
28
BMNR
177
BitMine Immersion Technologies
BMNR
$13.9B
$10.4K 0.01%
+200
ENB icon
178
Enbridge
ENB
$105B
$10.2K 0.01%
+203
OTIS icon
179
Otis Worldwide
OTIS
$33.9B
$10.1K 0.01%
110
IWO icon
180
iShares Russell 2000 Growth ETF
IWO
$13.3B
$9.92K 0.01%
+31
LOW icon
181
Lowe's Companies
LOW
$138B
$9.8K 0.01%
39
LUV icon
182
Southwest Airlines
LUV
$18.5B
$9.32K 0.01%
292
+112
VOO icon
183
Vanguard S&P 500 ETF
VOO
$803B
$9.19K 0.01%
15
VWOB icon
184
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.3B
$8.96K 0.01%
134
IQLT icon
185
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$8.66K 0.01%
196
TSLL icon
186
Direxion Daily TSLA Bull 2X Shares
TSLL
$7.14B
$8.44K 0.01%
+400
AAL icon
187
American Airlines Group
AAL
$9.47B
$7.99K 0.01%
711
CRM icon
188
Salesforce
CRM
$236B
$7.58K 0.01%
32
-18
T icon
189
AT&T
T
$180B
$7.34K ﹤0.01%
260
+112
EWC icon
190
iShares MSCI Canada ETF
EWC
$3.52B
$7.18K ﹤0.01%
142
VGLT icon
191
Vanguard Long-Term Treasury ETF
VGLT
$9.82B
$7.17K ﹤0.01%
126
NOV icon
192
NOV
NOV
$5.95B
$6.63K ﹤0.01%
500
MAR icon
193
Marriott International
MAR
$79.4B
$6.25K ﹤0.01%
+24
VIG icon
194
Vanguard Dividend Appreciation ETF
VIG
$101B
$6.04K ﹤0.01%
+28
IYT icon
195
iShares US Transportation ETF
IYT
$788M
$6.02K ﹤0.01%
84
ITT icon
196
ITT
ITT
$14.3B
$5.9K ﹤0.01%
+33
EPP icon
197
iShares MSCI Pacific ex Japan ETF
EPP
$1.75B
$5.78K ﹤0.01%
112
ADI icon
198
Analog Devices
ADI
$135B
$5.65K ﹤0.01%
23
SCHX icon
199
Schwab US Large- Cap ETF
SCHX
$63B
$5.64K ﹤0.01%
+214
GD icon
200
General Dynamics
GD
$92.3B
$5.46K ﹤0.01%
16