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
426
$13K ﹤0.01%
+96
427
$13K ﹤0.01%
+280
428
$13K ﹤0.01%
+102
429
$13K ﹤0.01%
+328
430
$13K ﹤0.01%
+252
431
$13K ﹤0.01%
970
-133,629
432
$13K ﹤0.01%
+98
433
$13K ﹤0.01%
+94
434
$13K ﹤0.01%
+643
435
$12K ﹤0.01%
+121
436
$12K ﹤0.01%
+87
437
$12K ﹤0.01%
+340
438
$12K ﹤0.01%
+848
439
$12K ﹤0.01%
+173
440
$12K ﹤0.01%
+448
441
$12K ﹤0.01%
+2,254
442
$12K ﹤0.01%
+280
443
$12K ﹤0.01%
296
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444
$12K ﹤0.01%
+1,000
445
$12K ﹤0.01%
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446
$12K ﹤0.01%
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447
$12K ﹤0.01%
+1,000
448
$12K ﹤0.01%
+147
449
$12K ﹤0.01%
+1,001
450
$12K ﹤0.01%
+154
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