DWA
Delos Wealth Advisors Portfolio holdings
AUM
$128M
This Quarter Return
+2.2%
1 Year Return
+15.6%
3 Year Return
+38.43%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(+16%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
12.51%
Top 10 Holdings %
Top 10 Hldgs %
43.15%
Holding
356
New
7
Increased
54
Reduced
24
Closed
12
Top Buys
| 1 |
Microsoft
MSFT
|
$1.06M |
| 2 |
Apple
AAPL
|
$727K |
| 3 |
First Trust Utilities AlphaDEX Fund
FXU
|
$656K |
| 4 |
IBM
IBM
|
$640K |
| 5 |
Alliant Energy
LNT
|
$551K |
Top Sells
Sector Composition
| 1 | Technology | 6.74% |
| 2 | Consumer Staples | 4.27% |
| 3 | Utilities | 2.6% |
| 4 | Materials | 2.59% |
| 5 | Consumer Discretionary | 2.13% |
