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
$79.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.05M
3
+$5.56M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.66M
5
AAPL icon
Apple
AAPL
+$2.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.94%
2 Industrials 5.9%
3 Consumer Discretionary 4.43%
4 Communication Services 3.31%
5 Materials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
+5
177
$1K ﹤0.01%
+1
178
$1K ﹤0.01%
+51
179
$1K ﹤0.01%
+5
180
$1K ﹤0.01%
+6
181
$1K ﹤0.01%
+13
182
$1K ﹤0.01%
+100
183
$1K ﹤0.01%
+110
184
$1K ﹤0.01%
+30
185
$0 ﹤0.01%
+14
186
$0 ﹤0.01%
+3
187
$0 ﹤0.01%
+25
188
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189
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190
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191
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192
$0 ﹤0.01%
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193
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195
$0 ﹤0.01%
+4
4 5 6 7
8