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
$496M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$609K
3
+$286K
4
BLK icon
Blackrock
BLK
+$226K
5
MRVL icon
Marvell Technology
MRVL
+$207K

Top Sells

1
+$15.3M
2
+$10.5M
3
+$4.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.91M

Sector Composition

1 Technology 6.7%
2 Healthcare 3.24%
3 Financials 2.18%
4 Consumer Staples 1.94%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$466K 0.09%
8,797
-156
77
$462K 0.09%
5,940
-204
78
$448K 0.09%
765
+110
79
$448K 0.09%
1,800
-600
80
$446K 0.09%
3,844
-117
81
$445K 0.09%
2,532
+417
82
$442K 0.09%
3,620
-240
83
$424K 0.09%
18,618
+15
84
$417K 0.08%
7,825
85
$403K 0.08%
1,757
86
$400K 0.08%
1,730
87
$400K 0.08%
2,095
-533
88
$399K 0.08%
1,158
89
$384K 0.08%
3,408
-100
90
$381K 0.08%
3,316
-328
91
$369K 0.07%
1,157
92
$369K 0.07%
6,570
93
$361K 0.07%
15,500
94
$356K 0.07%
705
-62
95
$356K 0.07%
1,572
+330
96
$323K 0.07%
2,307
-289
97
$316K 0.06%
4,284
98
$316K 0.06%
1,438
99
$310K 0.06%
6,689
100
$286K 0.06%
1,030
2 3
4
5 6