DWM

Darwin Wealth Management Portfolio holdings

AUM $322M
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$8.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.81M
3
+$1.52M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$1.49M
5
HWM icon
Howmet Aerospace
HWM
+$1.37M

Top Sells

1
+$3.98M
2
+$3.86M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$2.05M
5
NVDA icon
NVIDIA
NVDA
+$1.97M

Sector Composition

1 Technology 10.15%
2 Consumer Discretionary 3.29%
3 Industrials 3.24%
4 Financials 2.58%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.28K ﹤0.01%
91
-208
377
$7.06K ﹤0.01%
32
-1,820
378
$7.03K ﹤0.01%
117
379
$7.02K ﹤0.01%
75
380
$7K ﹤0.01%
63
+1
381
$6.98K ﹤0.01%
+850
382
$6.89K ﹤0.01%
97
-40
383
$6.72K ﹤0.01%
160
384
$6.67K ﹤0.01%
64
385
$6.63K ﹤0.01%
90
386
$6.61K ﹤0.01%
89
-64
387
$6.57K ﹤0.01%
80
+70
388
$6.48K ﹤0.01%
46
389
$6.43K ﹤0.01%
9
390
$6.18K ﹤0.01%
183
+143
391
$6.14K ﹤0.01%
89
+60
392
$6.03K ﹤0.01%
205
393
$5.99K ﹤0.01%
28
394
$5.97K ﹤0.01%
61
-2,219
395
$5.93K ﹤0.01%
128
+1
396
$5.92K ﹤0.01%
141
397
$5.88K ﹤0.01%
36
398
$5.81K ﹤0.01%
+125
399
$5.8K ﹤0.01%
75
400
$5.79K ﹤0.01%
5
-16
14 15
16
17 18