DWG

Darden Wealth Group Portfolio holdings

AUM $166M
1-Year Est. Return 26.3%
This Quarter Est. Return
1 Year Est. Return
+26.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.37M
3
+$5.95M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.91M
5
AMZN icon
Amazon
AMZN
+$5.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.76%
2 Consumer Discretionary 8.33%
3 Communication Services 7.67%
4 Industrials 6.96%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.97%
+2,113
27
$916K 0.88%
+8,210
28
$894K 0.86%
+2,578
29
$881K 0.85%
+8,713
30
$864K 0.83%
+3,644
31
$863K 0.83%
+2,459
32
$848K 0.82%
+5,953
33
$844K 0.81%
+16,721
34
$833K 0.8%
+5,582
35
$822K 0.79%
+5,575
36
$801K 0.77%
+4,800
37
$793K 0.76%
+1,360
38
$751K 0.72%
+4,417
39
$733K 0.71%
+2,056
40
$731K 0.7%
+4,663
41
$717K 0.69%
+3,749
42
$704K 0.68%
+3,028
43
$703K 0.68%
+30,528
44
$694K 0.67%
+8,122
45
$671K 0.65%
+4,582
46
$638K 0.61%
+16,738
47
$620K 0.6%
+1,420
48
$605K 0.58%
+4,100
49
$595K 0.57%
+2,440
50
$593K 0.57%
+6,600
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2
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