DW
Domani Wealth Portfolio holdings
AUM
$431M
This Quarter Return
+1.31%
1 Year Return
-6.62%
3 Year Return
+48.62%
5 Year Return
+49.62%
10 Year Return
–
AUM
$5.67M
AUM Growth
–
Cap. Flow
+$5.67M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.37%
Holding
96
New
95
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
VER
VEREIT, Inc.
VER
|
$1.58M |
| 2 |
Kinder Morgan
KMI
|
$738K |
| 3 |
Calamos Strategic Total Return Fund
CSQ
|
$532K |
| 4 |
Alerian MLP ETF
AMLP
|
$233K |
| 5 |
CHY
Calamos Convertible and High Income Fund
CHY
|
$215K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 23.25% |
| 2 | Financials | 15.78% |
| 3 | Consumer Staples | 5.97% |
| 4 | Consumer Discretionary | 3.74% |
| 5 | Real Estate | 2.9% |
