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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
$393M
AUM Growth
+$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.08M
3
+$7.18M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$6.25M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.6M

Top Sells

1
+$6.51M
2
+$5.8M
3
+$5.61M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$4.85M
5
EMB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
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877
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878
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-4,439
879
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880
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881
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-1,200
882
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883
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-30
884
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885
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886
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887
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-1,000
888
– –
-20
889
– –
-997
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