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
$174M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$29.5M
2 +$13.7M
3 +$10.6M
4
MO icon
Altria Group
MO
+$10.1M
5
APU
AmeriGas Partners, L.P.
APU
+$9.27M

Sector Composition

1 Energy 31.72%
2 Consumer Staples 11.35%
3 Financials 8.96%
4 Consumer Discretionary 5.95%
5 Real Estate 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,103
102
-582