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
51
$865K 0.2%
12,663
-2,688
52
$812K 0.19%
7,502
-1,202
53
$793K 0.19%
8,885
-315
54
$718K 0.17%
11,952
55
$703K 0.16%
8,821
-50
56
$702K 0.16%
17,997
57
$689K 0.16%
7,233
-461
58
$688K 0.16%
12,150
-387
59
$678K 0.16%
5,230
-451
60
$669K 0.16%
9,066
-271
61
$609K 0.14%
3,125
62
$608K 0.14%
13,606
-2,973
63
$596K 0.14%
4,412
-1,068
64
$555K 0.13%
2,445
+625
65
$551K 0.13%
2,760
+1,132
66
$523K 0.12%
41,216
+8
67
$520K 0.12%
8,000
68
$505K 0.12%
4,760
-147
69
$499K 0.12%
1,377
-192
70
$498K 0.12%
7,040
71
$487K 0.11%
7,911
-724
72
$479K 0.11%
8,141
73
$466K 0.11%
8,427
-508
74
$465K 0.11%
9,971
-698
75
$459K 0.11%
8,317
-1,729
1 2
3
4 5