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
51
$578K 0.56%
+7,137
52
$567K 0.55%
+698
53
$532K 0.51%
+9,028
54
$495K 0.48%
+830
55
$488K 0.47%
+2,239
56
$484K 0.47%
+4,700
57
$477K 0.46%
+8,600
58
$468K 0.45%
+5,560
59
$453K 0.44%
+8,600
60
$438K 0.42%
+6,628
61
$435K 0.42%
+113,000
62
$432K 0.42%
+640
63
$421K 0.4%
+1,420
64
$411K 0.39%
+1,000
65
$366K 0.35%
+8,905
66
$359K 0.35%
+1,380
67
$358K 0.34%
+2,434
68
$350K 0.34%
+3,647
69
$340K 0.33%
+640
70
$335K 0.32%
+1,918
71
$321K 0.31%
+4,248
72
$309K 0.3%
+1,991
73
$303K 0.29%
+6,567
74
$299K 0.29%
+5,081
75
$297K 0.29%
+1,880
1 2
3
4 5