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
626
$82 ﹤0.01%
1
627
$75 ﹤0.01%
20
628
$51 ﹤0.01%
10
629
$32 ﹤0.01%
10
630
$26 ﹤0.01%
3
631
0
632
$22 ﹤0.01%
10
633
$18 ﹤0.01%
1
634
$18 ﹤0.01%
2
635
$9 ﹤0.01%
2
636
$7 ﹤0.01%
2
637
$7 ﹤0.01%
5
638
$0 ﹤0.01%
+1