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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
851
$0 ﹤0.01%
+21
852
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853
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+42
854
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+1
855
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856
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857
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858
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859
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860
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861
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862
$0 ﹤0.01%
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863
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864
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865
$0 ﹤0.01%
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866
$0 ﹤0.01%
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867
$0 ﹤0.01%
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868
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869
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870
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871
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872
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873
$0 ﹤0.01%
+28
874
$0 ﹤0.01%
+37
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