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
$234M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$8.71M
2 +$2.05M
3 +$1.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.29M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$994K

Top Sells

1 +$1.28M
2 +$732K
3 +$439K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$437K
5
PG icon
Procter & Gamble
PG
+$330K

Sector Composition

1 Consumer Staples 6.34%
2 Energy 6.14%
3 Technology 6.12%
4 Financials 5.85%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,040