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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
AFIFTwo Rds Shared Tr
Recent Activity
Decreased -3.11%
3.96%
$14.43M
1.565M shares@ $9.22 avg price
MGKVanguard World Fd
Recent Activity
New Position
3.86%
$14.061M
43,674 shares@ $321.96 avg price
EFAIshares Tr
Recent Activity
New Position
3.75%
$13.639M
163,084 shares@ $83.64 avg price
AAPLApple Inc
Recent Activity
New Position
3.33%
$12.103M
51,943 shares@ $233.0 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
3.13%
$11.392M
23,342 shares@ $488.07 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -3.75%
3.09%
$11.235M
447,060 shares@ $25.13 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.92%
2.94%
$10.703M
216,611 shares@ $49.41 avg price
CLOIVaneck Etf Trust
Recent Activity
Decreased -0.78%
2.8%
$10.199M
192,287 shares@ $53.04 avg price
BONDPimco Etf Tr
Recent Activity
New Position
2.36%
$8.58M
90,688 shares@ $94.61 avg price
EMXCIshares Inc
Recent Activity
Increased 22.14%
2.17%
$7.878M
128,913 shares@ $61.11 avg price