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
526
$1.73K ﹤0.01%
+56
527
$1.72K ﹤0.01%
74
528
$1.7K ﹤0.01%
1
529
$1.69K ﹤0.01%
+80
530
$1.63K ﹤0.01%
+200
531
$1.6K ﹤0.01%
1,033
532
$1.57K ﹤0.01%
100
533
$1.57K ﹤0.01%
46
+31
534
$1.56K ﹤0.01%
28
535
$1.56K ﹤0.01%
16
536
$1.54K ﹤0.01%
44
537
$1.54K ﹤0.01%
145
538
$1.53K ﹤0.01%
+40
539
$1.48K ﹤0.01%
81
+1
540
$1.46K ﹤0.01%
147
541
$1.43K ﹤0.01%
31
542
$1.34K ﹤0.01%
15
543
$1.32K ﹤0.01%
39
544
$1.3K ﹤0.01%
29
-37
545
$1.29K ﹤0.01%
44
546
$1.26K ﹤0.01%
22
547
$1.24K ﹤0.01%
50
548
$1.22K ﹤0.01%
6
549
$1.2K ﹤0.01%
33
550
$1.18K ﹤0.01%
10
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