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
$315M
AUM Growth
-$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.76M
3
+$1.11M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$980K

Top Sells

1
+$4.23M
2
+$4.12M
3
+$3.82M
4
DE icon
Deere & Co
DE
+$2.09M
5
VMC icon
Vulcan Materials
VMC
+$2.07M

Sector Composition

1 Technology 7.09%
2 Consumer Staples 6.34%
3 Communication Services 4.53%
4 Healthcare 4.31%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K 0.01%
+3,000
352
$22K 0.01%
+245
353
$22K 0.01%
+4,359
354
$21K 0.01%
+146
355
$21K 0.01%
+725
356
$21K 0.01%
+1,532
357
$21K 0.01%
+289
358
$21K 0.01%
+223
359
$21K 0.01%
+400
360
$20K 0.01%
377
-24,452
361
$20K 0.01%
+3,170
362
$20K 0.01%
+2,977
363
$20K 0.01%
+1,473
364
$20K 0.01%
+240
365
$20K 0.01%
+512
366
$20K 0.01%
+475
367
$20K 0.01%
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368
$20K 0.01%
+266
369
$19K 0.01%
+60
370
$19K 0.01%
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371
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372
$19K 0.01%
+260
373
$19K 0.01%
+302
374
$19K 0.01%
+831
375
$19K 0.01%
+570
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