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Home > Institutional Investor > Delos Wealth Advisors, Llc > Profile

Instuitional Investor - Delos Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Delos Wealth Advisors, Llc
Portfolio Value $6,897,378
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 130,864 $12,971,240 18.8%
2.
J P Morgan Exchange Traded F
 98,824 $4,963,930 7.19%
3.
Sector Spdr Trust
 XLB 25,431 $3,468,280 5.02%
4.
Flexshares Trust
 137,957 $3,258,545 4.72%
5.
Sector Spdr Trust
 XLB 41,078 $2,958,849 4.28%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)