DWM

Darwin Wealth Management Portfolio holdings

AUM $315M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$1.59M
3
+$1.43M
4
DYN icon
Dyne Therapeutics
DYN
+$1.23M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.08M

Top Sells

1
+$7.79M
2
+$6.54M
3
+$4.12M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.53M

Sector Composition

1 Technology 11.31%
2 Consumer Discretionary 4.12%
3 Communication Services 3.22%
4 Industrials 2.65%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16.8K 0.01%
221
-395
327
$16.6K 0.01%
448
+8
328
$16.5K 0.01%
194
329
$16.1K 0.01%
1,114
330
$16K 0.01%
1,513
-316
331
$16K 0.01%
94
332
$15.9K 0.01%
1,481
333
$15.8K 0.01%
+84
334
$15.7K 0.01%
34
335
$15.7K 0.01%
95
-5
336
$15.7K 0.01%
+2,000
337
$15.6K 0.01%
135
338
$15.3K 0.01%
630
339
$15K 0.01%
151
340
$14.7K ﹤0.01%
858
+16
341
$14.6K ﹤0.01%
113
342
$14.5K ﹤0.01%
363
343
$14.4K ﹤0.01%
+81
344
$13.9K ﹤0.01%
11
345
$13.8K ﹤0.01%
117
346
$13.7K ﹤0.01%
125
347
$13.1K ﹤0.01%
900
348
$13.1K ﹤0.01%
525
-296
349
$13.1K ﹤0.01%
791
+222
350
$13.1K ﹤0.01%
153
-35
12 13
14
15 16