DWM
Darwin Wealth Management Portfolio holdings
AUM
$315M
1-Year Est. Return
13.97%
1 Year Est. Return
+13.97%
AUM
$289M
AUM Growth
-$8.55M
(-2.9%)
Holding
681
Top Buys
| 1 | +$4.24M | |
| 2 | +$1.83M | |
| 3 | +$1.66M | |
| 4 |
Intercontinental Exchange
ICE
|
+$1.62M |
| 5 |
Simplify Managed Futures Strategy ETF
CTA
|
+$1.44M |
Top Sells
| 1 | +$4.09M | |
| 2 | +$3.94M | |
| 3 | +$2.47M | |
| 4 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
+$2.26M |
| 5 |
T-Mobile US
TMUS
|
+$2M |
Sector Composition
| 1 | Technology | 10.15% |
| 2 | Consumer Discretionary | 3.29% |
| 3 | Industrials | 3.24% |
| 4 | Financials | 2.58% |
| 5 | Communication Services | 2.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Opendoor
OPEN
$6.67B
| – | – |
-1,033
|
|
||
677
Plains All American Pipeline
PAA
$12.3B
| – | – |
-858
|
|
||
678
Global X US Preferred ETF
PFFD
$2.24B
| – | – |
-20
|
|
||
679
Parsons
PSN
$8.83B
| – | – |
-125
|
|
||
680
RELX
RELX
$72.3B
| – | – |
-165
|
|
||
681
Stryker
SYK
$140B
| – | – |
-18
|
|