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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$276
2
+$26

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
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
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
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
20 21
22
23 24