DW
Domani Wealth Portfolio holdings
AUM
$431M
1-Year Return
6.62%
This Quarter Return
+7.84%
1 Year Return
-6.62%
3 Year Return
+48.62%
5 Year Return
+49.62%
10 Year Return
–
AUM
$303M
AUM Growth
+$26.9M
(+9.8%)
Cap. Flow
+$6.39M
Cap. Flow
% of AUM
2.11%
Top 10 Holdings %
Top 10 Hldgs %
63.9%
Holding
119
New
8
Increased
35
Reduced
30
Closed
7
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.39M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.36M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.16M |
| 4 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
$882K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$795K |
Top Sells
| 1 |
3M
MMM
|
$325K |
| 2 |
TJX Companies
TJX
|
$246K |
| 3 |
M&T Bank
MTB
|
$219K |
| 4 |
Apple
AAPL
|
$217K |
| 5 |
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% |
