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

Top Buys

1 +$9.02M
2 +$2.1M
3 +$1.74M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.34M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.03M

Top Sells

1 +$1.36M
2 +$733K
3 +$449K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$438K
5
PG icon
Procter & Gamble
PG
+$347K

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