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
76
$432K 0.1%
847
77
$401K 0.09%
4,264
-888
78
$394K 0.09%
904
-116
79
$391K 0.09%
6,533
-300
80
$379K 0.09%
4,140
+481
81
$379K 0.09%
11,798
-3,074
82
$368K 0.09%
9,592
83
$367K 0.09%
5,180
-900
84
$361K 0.08%
1,956
-407
85
$360K 0.08%
2,400
86
$359K 0.08%
3,340
87
$352K 0.08%
3,048
-26
88
$348K 0.08%
30,755
89
$324K 0.08%
19,425
-53,871
90
$323K 0.08%
11,476
-174
91
$319K 0.07%
8,063
-7,345
92
$317K 0.07%
3,224
-160
93
$317K 0.07%
+2,709
94
$308K 0.07%
1,193
95
$298K 0.07%
5,673
96
$298K 0.07%
+5,284
97
$294K 0.07%
1,175
-994
98
$288K 0.07%
1,757
99
$286K 0.07%
4,726
-1,233
100
$283K 0.07%
5,911
+25
2 3
4
5 6