DWM

Darwin Wealth Management Portfolio holdings

AUM $321M
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.78%
2 Industrials 3.21%
3 Consumer Discretionary 2.99%
4 Communication Services 2.62%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$20.3K 0.01%
159
+1
302
$20.2K 0.01%
384
+3
303
$19.6K 0.01%
70
+1
304
$19.4K 0.01%
101
+1
305
$19.2K 0.01%
400
306
$19.1K 0.01%
776
307
$18.9K 0.01%
151
308
$18.9K 0.01%
65
309
$18.6K 0.01%
127
+1
310
$18.6K 0.01%
247
+2
311
$18.5K 0.01%
170
+1
312
$18.5K 0.01%
1,473
313
$18.4K 0.01%
650
+1
314
$18.3K 0.01%
+400
315
$17.9K 0.01%
138
316
$17.7K 0.01%
907
+94
317
$17.7K 0.01%
54
318
$17.5K 0.01%
113
319
$16.9K 0.01%
62
320
$16.9K 0.01%
100
321
$16.4K 0.01%
161
322
$16.3K 0.01%
472
+8
323
$16.2K 0.01%
17
324
$16.2K 0.01%
33
325
$16.2K 0.01%
650