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 | |
|---|---|---|---|---|---|---|---|
| $17.6K | 0% | 209 | New | +$17.6K | |||
| $17.1K | 0% | 138 | New | +$17.1K | |||
| $16.9K | 0% | 363 | New | +$16.9K | |||
| $16.9K | 0% | 662 | New | +$16.9K | |||
| $16.8K | 0% | 200 | New | +$16.8K | |||
| $16.7K | 0% | 141 | New | +$16.7K | |||
| $16.7K | 0% | 35 | New | +$16.7K | |||
| $16.7K | 0% | 100 | New | +$16.7K | |||
| $16.7K | 0% | 900 | New | +$16.7K | |||
| $16.7K | 0% | 40 | New | +$16.7K | |||
| $16.3K | 0% | 94 | New | +$16.3K | |||
| $16.2K | 0% | 50 | New | +$16.2K | |||
| $16.1K | 0% | 776 | New | +$16.1K | |||
| $16K | 0% | 135 | New | +$16K | |||
| $15.9K | 0% | 630 | New | +$15.9K | |||
| $15.8K | 0% | 1,481 | New | +$15.8K | |||
| $15.7K | 0% | 11 | New | +$15.7K | |||
| $15.5K | 0% | 306 | New | +$15.5K | |||
| $15.5K | 0% | 440 | New | +$15.5K | |||
| $15.4K | 0% | 113 | New | +$15.4K | |||
| $15.4K | 0% | 1,114 | New | +$15.4K | |||
| $15.3K | 0% | 34 | New | +$15.3K | |||
| $15.1K | 0% | 1,829 | New | +$15.1K | |||
| $14.7K | 0% | 188 | New | +$14.7K | |||
| $14.6K | 0% | 842 | New | +$14.6K |
