DWM
Darwin Wealth Management Portfolio holdings
AUM
$289M
1-Year Return
11.83%
This Quarter Return
+19.14%
1 Year Return
+11.83%
3 Year Return
+46.12%
5 Year Return
+62.75%
10 Year Return
–
AUM
$393M
AUM Growth
+$78.1M
(+25%)
Cap. Flow
+$42.8M
Cap. Flow
% of AUM
10.89%
Top 10 Holdings %
Top 10 Hldgs %
32.8%
Holding
889
New
15
Increased
52
Reduced
84
Closed
731
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$6.74M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
$5.83M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$5.68M |
| 4 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$4.85M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.66M |
Sector Composition
| 1 | Technology | 10.8% |
| 2 | Healthcare | 6.91% |
| 3 | Consumer Staples | 6.28% |
| 4 | Consumer Discretionary | 5.77% |
| 5 | Communication Services | 3.51% |
