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
$298M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$250

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
501
$2.39K ﹤0.01%
99
502
$2.34K ﹤0.01%
48
503
$2.33K ﹤0.01%
134
504
$2.31K ﹤0.01%
23
505
$2.31K ﹤0.01%
74
506
$2.3K ﹤0.01%
35
507
$2.26K ﹤0.01%
125
508
$2.26K ﹤0.01%
46
509
$2.25K ﹤0.01%
8
510
$2.23K ﹤0.01%
30
511
$2.15K ﹤0.01%
137
512
$2.14K ﹤0.01%
35
513
$2.07K ﹤0.01%
24
514
$2.02K ﹤0.01%
19
515
$2.02K ﹤0.01%
200
516
$2.01K ﹤0.01%
25
517
$1.94K ﹤0.01%
25
518
$1.92K ﹤0.01%
18
519
$1.91K ﹤0.01%
38
520
$1.91K ﹤0.01%
67
521
$1.87K ﹤0.01%
29
522
$1.87K ﹤0.01%
28
523
$1.78K ﹤0.01%
9
524
$1.76K ﹤0.01%
28
525
$1.75K ﹤0.01%
141
19 20
21
22 23