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
$323M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.67M
3
+$4.66M
4
WMT icon
Walmart
WMT
+$2.79M
5
VMC icon
Vulcan Materials
VMC
+$2.63M

Top Sells

1
+$4.64M
2
+$2.53M
3
+$2.52M
4
AMGN icon
Amgen
AMGN
+$2.3M
5
UNH icon
UnitedHealth
UNH
+$2.23M

Sector Composition

1 Technology 6.99%
2 Consumer Staples 5.52%
3 Consumer Discretionary 5.19%
4 Communication Services 4.99%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-56,403
152
– –
-780
153
– –
-47,054
154
– –
-1,265
155
– –
-5,270
156
– –
-1,850
3 4 5 6
7