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 | |
|---|---|---|---|---|---|---|---|
| $11.1K | 0% | 24 | New | +$11.1K | |||
| $11K | 0% | 51 | New | +$11K | |||
| $10.8K | 0% | 43 | New | +$10.8K | |||
| $10.7K | 0% | 727 | New | +$10.7K | |||
| $10.7K | 0% | 240 | New | +$10.7K | |||
| $10.5K | 0% | 103 | New | +$10.5K | |||
| $10.5K | 0% | 1,657 | New | +$10.5K | |||
| $10.4K | 0% | 60 | New | +$10.4K | |||
| $10.4K | 0% | 993 | New | +$10.4K | |||
| $10.2K | 0% | 1,139 | New | +$10.2K | |||
| $10.2K | 0% | 329 | New | +$10.2K | |||
| $10.1K | 0% | 400 | New | +$10.1K | |||
| $10K | 0% | 569 | New | +$10K | |||
| $9.87K | 0% | 100 | New | +$9.87K | |||
| $9.86K | 0% | 90 | New | +$9.86K | |||
| $9.77K | 0% | 42 | New | +$9.77K | |||
| $9.69K | 0% | 159 | New | +$9.69K | |||
| $9.66K | 0% | 625 | New | +$9.66K | |||
| $9.64K | 0% | 60 | New | +$9.64K | |||
| $9.57K | 0% | 60 | New | +$9.57K | |||
| $9.53K | 0% | 109 | New | +$9.53K | |||
| $9.48K | 0% | 160 | New | +$9.48K | |||
| $9.34K | 0% | 212 | New | +$9.34K | |||
| $9.32K | 0% | 33 | New | +$9.32K | |||
| $9.12K | 0% | 309 | New | +$9.12K |
