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
$298M
AUM Growth
-$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$1.59M
3
+$1.43M
4
DYN icon
Dyne Therapeutics
DYN
+$1.23M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.08M

Top Sells

1
+$7.79M
2
+$6.54M
3
+$4.12M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.53M

Sector Composition

1 Technology 11.31%
2 Consumer Discretionary 4.12%
3 Communication Services 3.22%
4 Industrials 2.65%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.8K ﹤0.01%
211
-1
427
$5.76K ﹤0.01%
127
428
$5.75K ﹤0.01%
75
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429
$5.67K ﹤0.01%
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430
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431
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432
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173
+1
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$5.51K ﹤0.01%
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-1
434
$5.46K ﹤0.01%
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435
$5.46K ﹤0.01%
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-26
436
$5.44K ﹤0.01%
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437
$5.34K ﹤0.01%
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438
$5.34K ﹤0.01%
46
439
$5.3K ﹤0.01%
81
440
$5.15K ﹤0.01%
+9
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$5.06K ﹤0.01%
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$5.04K ﹤0.01%
99
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444
$5.03K ﹤0.01%
163
-1
445
$4.99K ﹤0.01%
58
-3
446
$4.99K ﹤0.01%
+28
447
$4.88K ﹤0.01%
141
448
$4.79K ﹤0.01%
+53
449
$4.41K ﹤0.01%
129
450
$4.41K ﹤0.01%
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