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
51
$1.76M 0.59%
20,080
52
$1.76M 0.59%
11,449
53
$1.61M 0.54%
18,804
54
$1.58M 0.53%
36,364
55
$1.58M 0.53%
17,637
56
$1.53M 0.51%
25,829
57
$1.51M 0.51%
5,211
58
$1.46M 0.49%
10,065
59
$1.46M 0.49%
8,325
60
$1.35M 0.45%
22,312
61
$1.34M 0.45%
21,203
62
$1.25M 0.42%
11,496
63
$1.23M 0.41%
52,090
64
$1.18M 0.4%
10,348
65
$1.17M 0.39%
14,918
66
$1.17M 0.39%
2,622
67
$1.13M 0.38%
18,228
68
$1.12M 0.38%
29,726
69
$1.09M 0.37%
7,383
70
$1.08M 0.36%
17,579
71
$1.08M 0.36%
19,049
72
$1.04M 0.35%
8,621
73
$970K 0.33%
4,721
74
$949K 0.32%
15,877
75
$922K 0.31%
3,634