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

Top Buys

1 +$27.1M
2 +$12.4M
3 +$9.79M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$9.27M
5
APU
AmeriGas Partners, L.P.
APU
+$8.81M

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
-248
102
-582