DWM

Darwin Wealth Management Portfolio holdings

AUM $322M
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$8.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.81M
3
+$1.52M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$1.49M
5
HWM icon
Howmet Aerospace
HWM
+$1.37M

Top Sells

1
+$3.98M
2
+$3.86M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$2.05M
5
NVDA icon
NVIDIA
NVDA
+$1.97M

Sector Composition

1 Technology 10.15%
2 Consumer Discretionary 3.29%
3 Industrials 3.24%
4 Financials 2.58%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21.2K 0.01%
121
+1
277
$21.1K 0.01%
63
-42
278
$20.9K 0.01%
405
+5
279
$20.7K 0.01%
104
-95
280
$20.4K 0.01%
158
+2
281
$20.2K 0.01%
151
-130
282
$20.1K 0.01%
2,640
283
$19.8K 0.01%
86
-15
284
$19.8K 0.01%
126
-122
285
$19.7K 0.01%
649
+124
286
$19.6K 0.01%
400
287
$19.2K 0.01%
75
288
$19.2K 0.01%
95
-220
289
$18.9K 0.01%
381
+5
290
$18.2K 0.01%
245
+21
291
$17.9K 0.01%
+100
292
$17.9K 0.01%
464
+16
293
$17.8K 0.01%
776
294
$17.7K 0.01%
17
295
$17.7K 0.01%
405
-709
296
$17.6K 0.01%
70
+21
297
$17.2K 0.01%
65
-29
298
$17.2K 0.01%
113
299
$17.1K 0.01%
1,473
300
$17.1K 0.01%
138
10 11
12
13 14