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DWG

Darden Wealth Group Portfolio holdings

AUM $196M
1-Year Est. Return 48.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$936K
3
+$650K
4
NEE icon
NextEra Energy
NEE
+$618K
5
GLD icon
SPDR Gold Trust
GLD
+$560K

Top Sells

1
+$1.63M
2
+$738K
3
+$599K
4
MELI icon
Mercado Libre
MELI
+$456K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$359K

Sector Composition

1 Technology 40.31%
2 Industrials 9.25%
3 Communication Services 9.2%
4 Consumer Discretionary 5.26%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.89%
2,977
+142
27
$1.64M 0.86%
13,828
+478
28
$1.56M 0.82%
6,347
+644
29
$1.55M 0.81%
3,091
+193
30
$1.48M 0.77%
4,501
+918
31
$1.47M 0.77%
4,657
-13
32
$1.43M 0.75%
53,467
+34,917
33
$1.33M 0.69%
27,203
-240
34
$1.32M 0.69%
6,133
+1,133
35
$1.32M 0.69%
36,270
36
$1.29M 0.67%
3,625
+1,758
37
$1.26M 0.66%
14,426
+1,000
38
$1.25M 0.66%
17,084
+972
39
$1.23M 0.64%
2,050
+113
40
$1.23M 0.64%
11,116
-304
41
$1.2M 0.63%
3,663
+288
42
$1.19M 0.62%
23,435
+60
43
$1.17M 0.61%
17,732
44
$1.13M 0.59%
1,168
-255
45
$1.07M 0.56%
4,627
46
$1.05M 0.55%
3,751
+1,371
47
$1.01M 0.53%
2,482
48
$909K 0.47%
2,043
-100
49
$888K 0.46%
20,513
-307
50
$886K 0.46%
1,441
+180
1
2
3 4 5