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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
801
$0 ﹤0.01%
+35
802
$0 ﹤0.01%
+332
803
$0 ﹤0.01%
+51
804
$0 ﹤0.01%
+18
805
$0 ﹤0.01%
+37
806
$0 ﹤0.01%
+7
807
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808
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809
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810
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811
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812
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813
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815
$0 ﹤0.01%
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816
$0 ﹤0.01%
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817
$0 ﹤0.01%
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818
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819
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821
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822
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823
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+7
824
$0 ﹤0.01%
+5
825
$0 ﹤0.01%
+2
31 32
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34 35