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
$243M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$1.2M
2 +$1.05M
3 +$672K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$663K
5
KMI.PRA
Kinder Morgan, Inc.
KMI.PRA
+$278K

Sector Composition

1 Consumer Staples 8.54%
2 Energy 6.62%
3 Financials 6.4%
4 Technology 4.86%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,580