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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
$400M
AUM Growth
-$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.4M
3
+$1.67M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.29M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.08M

Top Sells

1
+$62.6M
2
+$19.2M
3
+$4.39M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4.34M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.03M

Sector Composition

1 Technology 7.88%
2 Consumer Discretionary 2.93%
3 Communication Services 2.69%
4 Consumer Staples 2.31%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$82K 0.02%
10,361
152
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153
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-817
154
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-15,247
155
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-5,276
156
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157
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158
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-2,995
159
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160
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3 4 5 6
7