DWM
Darwin Wealth Management Portfolio holdings
AUM $364M
AUM
$364M
AUM Growth
+$163M (+81%)
Cap. Flow
+$159M
Cap. Flow % of AUM
43.5%
Top 10 Holdings %Top 10 Hldgs %
31.34%
Holding
648
New
570
Increased
18
Reduced
57
Closed
–
Top Buys
| 1 | $14.1M | |
| 2 | $13.6M | |
| 3 | $12.1M | |
| 4 | $11.4M | |
| 5 | $8.58M |
Top Sells
| 1 | $8.32M | |
| 2 | $6.57M | |
| 3 | $2.68M | |
| 4 | $2.66M | |
| 5 | $1.37M |
Sector Composition
| 1 | Technology | 13.28% |
| 2 | Consumer Discretionary | 4.28% |
| 3 | Consumer Staples | 3.5% |
| 4 | Communication Services | 3.27% |
| 5 | Industrials | 2.7% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $39.4K | 0.01% | 379 | New | +$39.4K | |||
| $39.2K | 0.01% | 281 | New | +$39.2K | |||
| $37.1K | 0.01% | 914 | New | +$37.1K | |||
| $35.9K | 0.01% | 99 | New | +$35.9K | |||
| $35K | 0.01% | 562 | New | +$35K | |||
| $34.8K | 0.01% | 400 | New | +$34.8K | |||
| $34.4K | 0.01% | 128 | New | +$34.4K | |||
| $34.3K | 0.01% | 539 | New | +$34.3K | |||
| $34.1K | 0.01% | 305 | New | +$34.1K | |||
| $33.7K | 0.01% | 2,640 | New | +$33.7K | |||
| $33.5K | 0.01% | 135 | New | +$33.5K | |||
| $32.6K | 0.01% | 200 | New | +$32.6K | |||
| $32.2K | 0.01% | 28 | New | +$32.2K | |||
| $32.2K | 0.01% | 684 | New | +$32.2K | |||
| $32K | 0.01% | 190 | New | +$32K | |||
| $31.5K | 0.01% | 278 | New | +$31.5K | |||
| $31.3K | 0.01% | 148 | New | +$31.3K | |||
| $31.3K | 0.01% | 160 | New | +$31.3K | |||
| $31.1K | 0.01% | 332 | New | +$31.1K | |||
| $30.9K | 0.01% | 121 | New | +$30.9K | |||
| $30.5K | 0.01% | 207 | New | +$30.5K | |||
| $30.2K | 0.01% | 899 | New | +$30.2K | |||
| $29.9K | 0.01% | 200 | New | +$29.9K | |||
| $29.5K | 0.01% | 378 | New | +$29.5K | |||
| $29.1K | 0.01% | 200 | New | +$29.1K |
