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
$303M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.36M
3
+$1.16M
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$882K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$795K

Top Sells

1
+$325K
2
+$246K
3
+$219K
4
AAPL icon
Apple
AAPL
+$217K
5
GLD icon
SPDR Gold Trust
GLD
+$208K

Sector Composition

1 Technology 7.06%
2 Financials 4.19%
3 Healthcare 3.78%
4 Consumer Staples 3.62%
5 Energy 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.13%
1,963
+5
77
$384K 0.13%
2,600
78
$374K 0.12%
1,820
79
$372K 0.12%
3,340
80
$362K 0.12%
42,811
81
$360K 0.12%
8,000
82
$357K 0.12%
+7,087
83
$355K 0.12%
2,402
+8
84
$347K 0.11%
6,554
85
$346K 0.11%
+17,925
86
$342K 0.11%
5,120
87
$340K 0.11%
1,193
+35
88
$337K 0.11%
4,729
89
$333K 0.11%
2,036
+96
90
$303K 0.1%
1,378
91
$293K 0.1%
10,980
-1,792
92
$283K 0.09%
7,883
+161
93
$278K 0.09%
6,460
94
$276K 0.09%
15,500
95
$270K 0.09%
5,864
+23
96
$267K 0.09%
2,932
+9
97
$264K 0.09%
2,062
+105
98
$261K 0.09%
4,849
-144
99
$260K 0.09%
1,438
100
$256K 0.08%
4,824
+550
1 2 3
4
5