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DWA

Delos Wealth Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
+6.21%
1 Year Est. Return
+19.35%
3 Year Est. Return
+46.17%
5 Year Est. Return
+59.94%
10 Year Est. Return
AUM
$80M
AUM Growth
Cap. Flow
+$79.2M
Cap. Flow %
98.92%
Top 10 Hldgs %
49.79%
Holding
196
New
196
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 5.93%
2 Industrials 5.89%
3 Consumer Discretionary 4.43%
4 Communication Services 3.3%
5 Materials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVOL icon
1
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$276M
$9.05M 11.32%
+327,831
New +$9.33M
TIP icon
2
iShares TIPS Bond ETF
TIP
$14.6B
$8.05M 10.06%
+62,920
New +$7.99M
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$138B
$5.56M 6.95%
+48,217
New +$5.52M
SHY icon
4
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$2.66M 3.33%
+30,902
New +$2.67M
AAPL icon
5
Apple
AAPL
$4.8T
$2.65M 3.31%
+19,352
New +$2.51M
IYR icon
6
iShares US Real Estate ETF
IYR
$4.53B
$2.58M 3.22%
+25,294
New +$2.51M
RPV icon
7
Invesco S&P 500 Pure Value ETF
RPV
$1.6B
$2.41M 3.01%
+31,176
New +$2.43M
XLI icon
8
State Street Industrial Select Sector SPDR ETF
XLI
$33B
$2.35M 2.94%
+22,987
New +$2.36M
SPHB icon
9
Invesco S&P 500 High Beta ETF
SPHB
$960M
$2.33M 2.91%
+30,865
New +$2.29M
STLD icon
10
Steel Dynamics
STLD
$33.2B
$2.19M 2.74%
+36,823
New +$2.16M
XLB icon
11
State Street Materials Select Sector SPDR ETF
XLB
$8.3B
$2.14M 2.67%
+51,964
New +$2.19M
QUAL icon
12
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$2.13M 2.67%
+16,056
New +$2.06M
KBWB icon
13
Invesco KBW Bank ETF
KBWB
$7.03B
$1.99M 2.49%
+30,883
New +$2.03M
QTEC icon
14
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.49B
$1.97M 2.46%
+12,401
New +$1.85M
WM icon
15
Waste Management
WM
$96B
$1.97M 2.46%
+14,054
New +$1.94M
MSFT icon
16
Microsoft
MSFT
$2.99T
$1.86M 2.32%
+6,867
New +$1.75M
COPX icon
17
Global X Copper Miners ETF NEW
COPX
$6.78B
$1.85M 2.32%
+49,898
New +$1.97M
AMZN icon
18
Amazon
AMZN
$2.69T
$1.81M 2.26%
+10,500
New +$1.75M
IYT icon
19
iShares US Transportation ETF
IYT
$2.33B
$1.78M 2.23%
+27,436
New +$1.83M
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.29T
$1.77M 2.22%
+14,160
New +$1.69M
RPG icon
21
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$1.68M 2.1%
+45,635
New +$1.57M
WOOD icon
22
iShares Global Timber & Forestry ETF
WOOD
$255M
$1.63M 2.03%
+18,740
New +$1.7M
XLE icon
23
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$1.52M 1.91%
+56,626
New +$1.47M
FDX icon
24
FedEx
FDX
$73.1B
$1.44M 1.8%
+4,837
New +$1.44M
CMA
25
DELISTED
Comerica
CMA
$1.15M 1.43%
+16,060
New +$1.19M

Similar funds

Delos Wealth Advisors's Q2 2021 Portfolio in Review

Q2 2021 is the first quarter with a 13F filing on record for Delos Wealth Advisors, which disclosed 196 positions worth $80M. Its ten largest holdings account for 50% of the portfolio.

Its largest position is Quadratic Interest Rate Volatility and Inflation Hedge ETF: 327,831 shares worth $9.05M.

By sector, the portfolio is most concentrated in Technology at 5.9% of assets, followed by Industrials and Consumer Discretionary.

  • Delos Wealth Advisors's largest Q2 2021 buy was Quadratic Interest Rate Volatility and Inflation Hedge ETF: 327,831 shares worth $9.05M.
  • Delos Wealth Advisors's ten largest holdings make up 50% of its $80M portfolio in Q2 2021.
  • Delos Wealth Advisors disclosed 196 positions in Q2 2021, its first 13F filing on record.

Based on Delos Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.