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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
EMXCIshares Inc
Recent Activity
Increased 22.14%
2.17%
$7.878M
128,913 shares@ $61.11 avg price
DSTLEtf Ser Solutions
Recent Activity
Increased 313.87%
1.2%
$4.37M
77,025 shares@ $56.73 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 212.16%
1.04%
$3.758M
38,760 shares@ $96.95 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 38.75%
0.88%
$3.186M
15,900 shares@ $200.37 avg price
PHBInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 55.5%
0.8%
$2.901M
156,473 shares@ $18.54 avg price
WDAYWorkday Inc
Recent Activity
Increased 82.57%
0.78%
$2.841M
11,622 shares@ $244.42 avg price
AVGOBroadcom Inc
Recent Activity
Increased 866.12%
0.76%
$2.74M
15,883 shares@ $172.51 avg price
ETNEaton Corp Plc
Recent Activity
Increased 0.02%
0.59%
$2.146M
6,475 shares@ $331.42 avg price
UBERUber Technologies Inc
Recent Activity
Increased 42.62%
0.56%
$2.019M
26,857 shares@ $75.16 avg price
MDBMongodb Inc
Recent Activity
Increased 14.48%
0.46%
$1.666M
6,161 shares@ $270.37 avg price