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
576
$624 ﹤0.01%
18
577
$609 ﹤0.01%
10
578
$588 ﹤0.01%
135
579
$578 ﹤0.01%
2
580
$540 ﹤0.01%
29
581
$540 ﹤0.01%
5
582
$532 ﹤0.01%
12
583
$509 ﹤0.01%
10
584
$501 ﹤0.01%
18
585
$472 ﹤0.01%
6
586
$467 ﹤0.01%
6
587
$450 ﹤0.01%
26
588
$441 ﹤0.01%
12
589
$423 ﹤0.01%
91
590
$409 ﹤0.01%
5
591
$400 ﹤0.01%
18
592
$398 ﹤0.01%
25
593
$390 ﹤0.01%
20
594
$383 ﹤0.01%
14
595
$366 ﹤0.01%
4
596
$366 ﹤0.01%
14
597
$360 ﹤0.01%
7
598
$349 ﹤0.01%
6
599
$339 ﹤0.01%
4
600
$336 ﹤0.01%
8
22 23
24
25 26