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
$5.67M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$738K
3
+$532K
4
AMLP icon
Alerian MLP ETF
AMLP
+$233K
5
CHY
Calamos Convertible and High Income Fund
CHY
+$215K

Top Sells

No sells this quarter

Sector Composition

1 Energy 23.25%
2 Financials 15.78%
3 Consumer Staples 5.97%
4 Consumer Discretionary 3.74%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.43K 0.14%
+539
52
$8.83K 0.13%
+1,835
53
$8.36K 0.13%
+407
54
$7.5K 0.11%
+615
55
$7.38K 0.11%
+688
56
$7.21K 0.11%
+416
57
$7K 0.11%
+547
58
$6.47K 0.1%
+1,204
59
$6.37K 0.1%
+386
60
$6.15K 0.09%
+1,206
61
$6.02K 0.09%
+217
62
$5.5K 0.08%
+443
63
$5.47K 0.08%
+919
64
$5.44K 0.08%
+329
65
$5.3K 0.08%
+253
66
$5.22K 0.08%
+663
67
$4.95K 0.07%
+248
68
$4.92K 0.07%
+3,404
69
$4.79K 0.07%
+205
70
$4.58K 0.07%
+386
71
$4.2K 0.06%
+523
72
$4.13K 0.06%
+528
73
$3.94K 0.06%
+237
74
$3.62K 0.05%
+225
75
$3.45K 0.05%
+852
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3
4