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 | |
|---|---|---|---|---|---|---|---|
| $21.6K | 0.01% | 87 | New | +$21.6K | |||
| $21.4K | 0.01% | 350 | New | +$21.4K | |||
| $21.3K | 0.01% | 106 | New | +$21.3K | |||
| $21K | 0.01% | 1,200 | New | +$21K | |||
| $20.7K | 0.01% | 848 | New | +$20.7K | |||
| $20.3K | 0.01% | 116 | New | +$20.3K | |||
| $20.2K | 0.01% | 167 | New | +$20.2K | |||
| $20.2K | 0.01% | 68 | New | +$20.2K | |||
| $20K | 0.01% | 24 | New | +$20K | |||
| $19.6K | 0.01% | 800 | New | +$19.6K | |||
| $19.5K | 0.01% | 172 | New | +$19.5K | |||
| $19.4K | 0.01% | 169 | New | +$19.4K | |||
| $19.4K | 0.01% | 45 | New | +$19.4K | |||
| $19.3K | 0.01% | 154 | New | +$19.3K | |||
| $19.1K | 0.01% | 79 | New | +$19.1K | |||
| $19K | 0.01% | 155 | New | +$19K | |||
| $19K | 0.01% | 1,473 | New | +$19K | |||
| $18.8K | 0.01% | 151 | New | +$18.8K | |||
| $18.5K | 0.01% | 19 | New | +$18.5K | |||
| $18K | 0% | 45 | New | +$18K | |||
| $17.9K | 0% | 200 | New | +$17.9K | |||
| $17.8K | 0% | 80 | New | +$17.8K | |||
| $17.8K | 0% | 120 | New | +$17.8K | |||
| $17.7K | 0% | 17 | New | +$17.7K | |||
| $17.6K | 0% | 370 | New | +$17.6K |
