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
$372M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$8.11M
2 +$2.04M
3 +$1.77M
4
WDAY icon
Workday
WDAY
+$1.73M
5
STM icon
STMicroelectronics
STM
+$1.03M

Top Sells

1 +$7.98M
2 +$2.1M
3 +$2.01M
4
PRU icon
Prudential Financial
PRU
+$1.69M
5
AAPL icon
Apple
AAPL
+$1.59M

Sector Composition

1 Technology 10.55%
2 Consumer Discretionary 4.41%
3 Communication Services 3.42%
4 Financials 3%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-627