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DWM

Darwin Wealth Management Portfolio holdings

AUM $321M
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
-$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$1.79M
3
+$1.35M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$1.18M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.09M

Top Sells

1
+$5.38M
2
+$5.02M
3
+$5M
4
AXP icon
American Express
AXP
+$2.78M
5
VMC icon
Vulcan Materials
VMC
+$2.56M

Sector Composition

1 Technology 7.09%
2 Consumer Staples 6.34%
3 Communication Services 4.53%
4 Healthcare 4.31%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3K ﹤0.01%
+84
652
$3K ﹤0.01%
+502
653
$3K ﹤0.01%
+79
654
$3K ﹤0.01%
+41
655
$3K ﹤0.01%
+100
656
$3K ﹤0.01%
+28
657
$3K ﹤0.01%
+106
658
$3K ﹤0.01%
+3
659
$3K ﹤0.01%
+200
660
$3K ﹤0.01%
+50
661
$3K ﹤0.01%
+81
662
$3K ﹤0.01%
+50
663
$3K ﹤0.01%
+100
664
$3K ﹤0.01%
+392
665
$3K ﹤0.01%
+266
666
$3K ﹤0.01%
+741
667
$3K ﹤0.01%
+39
668
$3K ﹤0.01%
+20
669
$3K ﹤0.01%
+39
670
$3K ﹤0.01%
+310
671
$3K ﹤0.01%
+105
672
$3K ﹤0.01%
+160
673
$3K ﹤0.01%
+344
674
$3K ﹤0.01%
+50
675
$3K ﹤0.01%
+48
25 26
27
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