DW

Domani Wealth Portfolio holdings

AUM $431M
1-Year Est. Return 6.62%
This Quarter Est. Return
1 Year Est. Return
-6.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$3.41M
3
+$2.82M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.53M

Top Sells

1
+$3.1M
2
+$3.07M
3
+$1.79M
4
MO icon
Altria Group
MO
+$1.19M
5
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$943K

Sector Composition

1 Technology 6.34%
2 Healthcare 2.9%
3 Financials 1.99%
4 Consumer Staples 1.78%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.54%
159,288
-7,920
27
$2.18M 0.51%
23,933
+4,007
28
$1.96M 0.46%
9,130
-1,426
29
$1.93M 0.45%
106,132
30
$1.93M 0.45%
117,920
+69,540
31
$1.86M 0.43%
149,550
-30,000
32
$1.8M 0.42%
29,291
-14,762
33
$1.68M 0.39%
11,800
-3,258
34
$1.64M 0.38%
10,497
-880
35
$1.57M 0.37%
16,899
36
$1.47M 0.34%
64,421
+4,029
37
$1.27M 0.3%
28,864
38
$1.25M 0.29%
9,040
-500
39
$1.14M 0.27%
75,400
+1,134
40
$1.08M 0.25%
61,521
-333
41
$1.06M 0.25%
3,600
-500
42
$1.06M 0.25%
21,420
-10,468
43
$1.06M 0.25%
20,360
-14,264
44
$1.05M 0.24%
110,280
+2,600
45
$1.04M 0.24%
6,322
-1,890
46
$971K 0.23%
19,654
-10,930
47
$958K 0.22%
24,706
-16,419
48
$914K 0.21%
4,729
-268
49
$903K 0.21%
7,108
-975
50
$889K 0.21%
15,707
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