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
$614M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$10.5M
3 +$10.5M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$6.84M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.26M

Top Sells

1 +$13.8M
2 +$9.42M
3 +$6.26M
4
PYPL icon
PayPal
PYPL
+$6.24M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$6.22M

Sector Composition

1 Technology 9.12%
2 Consumer Discretionary 4.12%
3 Communication Services 3.64%
4 Financials 1.97%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-480
177
-194,585
178
-11,675
179
-1,561
180
-4,904
181
-1,870
182
-2,064
183
-4,465
184
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