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
$83.6M
AUM Growth
-$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 4.75%
2 Technology 4.2%
3 Materials 3.06%
4 Healthcare 2.88%
5 Utilities 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$2K ﹤0.01%
28
202
$2K ﹤0.01%
+400
203
$2K ﹤0.01%
100
204
$1K ﹤0.01%
+3
205
$1K ﹤0.01%
+11
206
$1K ﹤0.01%
+3
207
$1K ﹤0.01%
15
208
$1K ﹤0.01%
+4
209
$1K ﹤0.01%
+14
210
$1K ﹤0.01%
200
211
$1K ﹤0.01%
37
212
$1K ﹤0.01%
+13
213
$1K ﹤0.01%
25
214
$1K ﹤0.01%
+17
215
$1K ﹤0.01%
+6
216
$1K ﹤0.01%
50
217
$1K ﹤0.01%
+6
218
$1K ﹤0.01%
5
219
$1K ﹤0.01%
36
-1,186
220
$1K ﹤0.01%
+13
221
$1K ﹤0.01%
+56
222
$1K ﹤0.01%
+15
223
$1K ﹤0.01%
+12
224
$1K ﹤0.01%
+13
225
$1K ﹤0.01%
+11