DW
Domani Wealth Portfolio holdings
AUM
$431M
This Quarter Return
-0.34%
1 Year Return
-6.62%
3 Year Return
+48.62%
5 Year Return
+49.62%
10 Year Return
–
AUM
$478M
AUM Growth
+$478M
(-3.6%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-2.93%
Top 10 Holdings %
Top 10 Hldgs %
64.6%
Holding
123
New
2
Increased
5
Reduced
63
Closed
6
Top Buys
| 1 |
DexCom
DXCM
|
$203K |
| 2 |
Pfizer
PFE
|
$201K |
| 3 |
Lowe's Companies
LOW
|
$63.7K |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.52K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$547 |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.72M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.9M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.73M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.22M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.22M |
Sector Composition
| 1 | Technology | 7.04% |
| 2 | Healthcare | 3.51% |
| 3 | Financials | 2.29% |
| 4 | Consumer Staples | 2.03% |
| 5 | Communication Services | 1.04% |
