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
$315M
AUM Growth
-$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.76M
3
+$1.11M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$980K

Top Sells

1
+$4.23M
2
+$4.12M
3
+$3.82M
4
DE icon
Deere & Co
DE
+$2.09M
5
VMC icon
Vulcan Materials
VMC
+$2.07M

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
726
$1K ﹤0.01%
+140
727
$1K ﹤0.01%
+38
728
$1K ﹤0.01%
+78
729
$1K ﹤0.01%
+60
730
$1K ﹤0.01%
+24
731
$1K ﹤0.01%
+40
732
$1K ﹤0.01%
+60
733
$1K ﹤0.01%
+11
734
$1K ﹤0.01%
+300
735
$1K ﹤0.01%
+16
736
$1K ﹤0.01%
+212
737
$1K ﹤0.01%
+45
738
$1K ﹤0.01%
+250
739
$1K ﹤0.01%
+177
740
$1K ﹤0.01%
+41
741
$1K ﹤0.01%
+198
742
$1K ﹤0.01%
+70
743
$1K ﹤0.01%
+30
744
$1K ﹤0.01%
+24
745
$1K ﹤0.01%
+20
746
$1K ﹤0.01%
+15
747
$1K ﹤0.01%
+23
748
$1K ﹤0.01%
+17
749
$1K ﹤0.01%
+105
750
$1K ﹤0.01%
+50
28 29
30
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