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
$88.3M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 5.68%
2 Materials 4.95%
3 Technology 4.17%
4 Healthcare 2.52%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
200
202
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37
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25
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5
206
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13
-401
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22
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10
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22
-7
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10
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30
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5
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10
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4
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$1K ﹤0.01%
2,110
217
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5
218
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20
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447
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20
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100
222
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70
+2
223
$1K ﹤0.01%
+125
224
$1K ﹤0.01%
6
225
$1K ﹤0.01%
103
+1