test

Andrew Halac

@Darwin Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$364.466MTotal holdings648
Assets growth rate80.97%Assets growth rate (2-Q avg)18.56%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Darwin Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 648 positions.

Assets under management

The assets under management (AUM) of Darwin Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 364.466M in assets, with a quarterly growth rate of 80.97% and a 2-quarter average growth rate of 18.56%. The portfolio is managed by Andrew Halac, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value