DW

Domani Wealth Portfolio holdings

AUM $431M
1-Year Est. Return 6.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1 +$2.5M
2 +$1.41M
3 +$862K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$620K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$533K

Top Sells

1 +$417K
2 +$340K
3 +$313K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$300K
5
AMGN icon
Amgen
AMGN
+$208K

Sector Composition

1 Technology 7.84%
2 Healthcare 3.38%
3 Consumer Staples 2.42%
4 Financials 2.2%
5 Energy 1.59%