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
476
$10K ﹤0.01%
+1,000
477
$10K ﹤0.01%
+600
478
$10K ﹤0.01%
+391
479
$10K ﹤0.01%
+363
480
$10K ﹤0.01%
+507
481
$10K ﹤0.01%
+765
482
$10K ﹤0.01%
+205
483
$10K ﹤0.01%
+85
484
$10K ﹤0.01%
+633
485
$9K ﹤0.01%
+86
486
$9K ﹤0.01%
+208
487
$9K ﹤0.01%
+200
488
$9K ﹤0.01%
+500
489
$9K ﹤0.01%
+100
490
$9K ﹤0.01%
+187
491
$9K ﹤0.01%
+500
492
$9K ﹤0.01%
+70
493
$9K ﹤0.01%
+291
494
$9K ﹤0.01%
+66
495
$9K ﹤0.01%
+931
496
$9K ﹤0.01%
+700
497
$9K ﹤0.01%
+110
498
$9K ﹤0.01%
+150
499
$9K ﹤0.01%
+72
500
$9K ﹤0.01%
+304
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