DWA
Delos Wealth Advisors Portfolio holdings
AUM
$128M
This Quarter Return
-4.43%
1 Year Return
+15.6%
3 Year Return
+38.43%
5 Year Return
–
10 Year Return
–
AUM
$83.6M
AUM Growth
+$83.6M
(-5.4%)
Cap. Flow
+$1.5M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
45.88%
Holding
400
New
145
Increased
92
Reduced
34
Closed
12
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.17M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1,000K |
| 3 |
Walmart
WMT
|
$978K |
| 4 |
Alliant Energy
LNT
|
$799K |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
$770K |
Top Sells
Sector Composition
| 1 | Industrials | 4.75% |
| 2 | Technology | 4.2% |
| 3 | Materials | 3.06% |
| 4 | Healthcare | 2.88% |
| 5 | Utilities | 2.31% |
