DWA

Delos Wealth Advisors Portfolio holdings

AUM $128M
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$5.92M
2 +$3.89M
3 +$1.43M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$608K
5
COP icon
ConocoPhillips
COP
+$575K

Sector Composition

1 Technology 11.38%
2 Consumer Staples 4.43%
3 Utilities 3.13%
4 Materials 2.76%
5 Energy 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.01K ﹤0.01%
+4
177
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22
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5
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