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Domani Wealth Portfolio holdings

AUM $431M
1-Year Est. Return 6.62%
This Fund
S&P 500
This Quarter Est. Return
+7.05%
1 Year Est. Return
-6.62%
3 Year Est. Return
+48.62%
5 Year Est. Return
+49.62%
10 Year Est. Return
AUM
$431M
AUM Growth
+$31.3M
Cap. Flow
+$5.77M
Cap. Flow %
1.34%
Top 10 Hldgs %
63.69%
Holding
122
New
5
Increased
35
Reduced
30
Closed
5

Sector Composition

Rank Sector Weight
1 Technology 7.84%
2 Healthcare 3.38%
3 Consumer Staples 2.42%
4 Financials 2.2%
5 Energy 1.59%

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Domani Wealth's Q1 2023 Portfolio in Review

As of Q1 2023, Domani Wealth held 122 positions worth $431M, up 7.8% from $400M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Domani Wealth's Q1 2023 filing shows 5 new, 35 increased, 30 reduced and 5 closed positions. Its largest new stake was Tompkins Financial: 3,770 shares worth $250K. The largest sale was Shopify, an estimated $417K.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.8% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Domani Wealth's largest Q1 2023 buy was Tompkins Financial: 3,770 shares worth $250K.
  • Domani Wealth added most to iShares Russell 1000 Growth ETF in Q1 2023, an estimated $2.5M increase.
  • Domani Wealth's biggest Q1 2023 reduction was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, cutting an estimated $340K.
  • Domani Wealth fully exited Shopify in Q1 2023, selling an estimated $417K.
  • Domani Wealth's ten largest holdings make up 64% of its $431M portfolio in Q1 2023.
  • Domani Wealth opened 5 new positions and closed 5 in Q1 2023.
  • Domani Wealth's portfolio value rose 7.8% quarter-over-quarter to $431M.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.