Darwin Wealth Management LLC 13F Portfolio

FundPortfolio ManagerPerformance 24Q3AUM# of HoldingsPerformance Rank Allocation
Darwin Wealth Management LLCDarwin Wealth Management LLC2.02%$364461000 648

Top Holdings Performance History

Darwin Wealth Management LLC Holdings Map

Top 50 Darwin Wealth Management LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q3 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q3 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Darwin Wealth Management LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds