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
$374M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$24.8M
3
+$19.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.4M

Top Sells

1
+$6.04M
2
+$5.55M
3
+$1.11M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.04M
5
KMI icon
Kinder Morgan
KMI
+$906K

Sector Composition

1 Technology 5.56%
2 Healthcare 3.03%
3 Consumer Staples 2.47%
4 Financials 2.11%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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128
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129
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-6,460
130
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131
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-1,600
132
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-5,055
133
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-5,880
134
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-3,603
135
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-4,849
136
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-30,920
137
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-1,378
138
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-405
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6