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
$496M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$609K
3
+$286K
4
BLK icon
Blackrock
BLK
+$226K
5
MRVL icon
Marvell Technology
MRVL
+$207K

Top Sells

1
+$15.3M
2
+$10.5M
3
+$4.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.91M

Sector Composition

1 Technology 6.7%
2 Healthcare 3.24%
3 Financials 2.18%
4 Consumer Staples 1.94%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,280
127
– –
-2,037
128
– –
-2,531
129
– –
-1,550
130
– –
-3,382
131
– –
-1,700
132
– –
-4,199
133
– –
-5,980
134
– –
-7,788
135
– –
-6,000
136
– –
-7,106
2 3 4 5
6