DWM

Darwin Wealth Management Portfolio holdings

AUM $315M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$1.59M
3
+$1.43M
4
DYN icon
Dyne Therapeutics
DYN
+$1.23M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.08M

Top Sells

1
+$7.79M
2
+$6.54M
3
+$4.12M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.53M

Sector Composition

1 Technology 11.31%
2 Consumer Discretionary 4.12%
3 Communication Services 3.22%
4 Industrials 2.65%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47.6K 0.02%
829
227
$47.5K 0.02%
39
228
$47.4K 0.02%
291
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229
$46.8K 0.02%
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$46.5K 0.02%
107
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$45.8K 0.02%
199
232
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737
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233
$43.9K 0.01%
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335
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+1,027
237
$42.4K 0.01%
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239
$41.8K 0.01%
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$41.3K 0.01%
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245
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$38.8K 0.01%
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248
$38.1K 0.01%
281
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287
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250
$37.7K 0.01%
134
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