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
$389M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.85M
3
+$1.75M
4
MET icon
MetLife
MET
+$1.02M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$914K

Top Sells

1
+$2.09M
2
+$1.59M
3
+$1.58M
4
FTV icon
Fortive
FTV
+$1.58M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.33M

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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