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
$373M
AUM Growth
+$998K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$2.87M
3 +$2.62M
4
NOW icon
ServiceNow
NOW
+$2.62M
5
MDB icon
MongoDB
MDB
+$2.37M

Top Sells

1 +$4.46M
2 +$4.1M
3 +$3.64M
4
IYW icon
iShares US Technology ETF
IYW
+$2.89M
5
UNH icon
UnitedHealth
UNH
+$2.55M

Sector Composition

1 Technology 12.24%
2 Consumer Discretionary 4.58%
3 Communication Services 3.41%
4 Consumer Staples 2.95%
5 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,717
152
-10,516
153
-12,279
154
-10,407