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 | |
|---|---|---|---|---|---|---|---|
| $6.28K | 0% | 62 | New | +$6.28K | |||
| $6.28K | 0% | 46 | New | +$6.28K | |||
| $6.23K | 0% | 1,000 | New | +$6.23K | |||
| $6.21K | 0% | 46 | New | +$6.21K | |||
| $6.17K | 0% | 76 | New | +$6.17K | |||
| $6.16K | 0% | 115 | New | +$6.16K | |||
| $6.16K | 0% | 107 | New | +$6.16K | |||
| $6.16K | 0% | 64 | New | +$6.16K | |||
| $6.07K | 0% | 108 | New | +$6.07K | |||
| $6.03K | 0% | 105 | New | +$6.03K | |||
| $6.02K | 0% | 125 | New | +$6.02K | |||
| $6K | 0% | 127 | New | +$6K | |||
| $5.98K | 0% | 75 | New | +$5.98K | |||
| $5.84K | 0% | 208 | New | +$5.84K | |||
| $5.76K | 0% | 100 | New | +$5.76K | |||
| $5.76K | 0% | 172 | New | +$5.76K | |||
| $5.75K | 0% | 164 | New | +$5.75K | |||
| $5.73K | 0% | 16 | New | +$5.73K | |||
| $5.71K | 0% | 53 | New | +$5.71K | |||
| $5.58K | 0% | 36 | New | +$5.58K | |||
| $5.57K | 0% | 57 | New | +$5.57K | |||
| $5.51K | 0% | 20 | New | +$5.51K | |||
| $5.47K | 0% | 174 | New | +$5.47K | |||
| $5.42K | 0% | 17 | New | +$5.42K | |||
| $5.41K | 0% | 75 | New | +$5.41K |
