DW
Domani Wealth Portfolio holdings
AUM
$431M
This Quarter Return
-5.76%
1 Year Return
-6.62%
3 Year Return
+48.62%
5 Year Return
+49.62%
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+2,965%)
Cap. Flow
+$164M
Cap. Flow
% of AUM
94.2%
Top 10 Holdings %
Top 10 Hldgs %
58.28%
Holding
102
New
6
Increased
88
Reduced
–
Closed
7
Top Buys
| 1 |
Kinder Morgan
KMI
|
$27.1M |
| 2 |
VER
VEREIT, Inc.
VER
|
$12.4M |
| 3 |
Altria Group
MO
|
$9.79M |
| 4 |
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
|
$9.27M |
| 5 |
APU
AmeriGas Partners, L.P.
APU
|
$8.81M |
Top Sells
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% |