DWM

Darwin Wealth Management Portfolio holdings

AUM $322M
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.9M
3
+$1.75M
4
MET icon
MetLife
MET
+$956K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$933K

Top Sells

1
+$1.64M
2
+$1.58M
3
+$1.58M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.46M
5
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$1.24M

Sector Composition

1 Technology 10.69%
2 Consumer Discretionary 3.74%
3 Communication Services 3.15%
4 Financials 2.93%
5 Consumer Staples 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
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