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
$431M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$1.42M
3 +$854K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$600K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$555K

Top Sells

1 +$417K
2 +$340K
3 +$313K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$300K
5
XRAY icon
Dentsply Sirona
XRAY
+$219K

Sector Composition

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