DWG
Darden Wealth Group Portfolio holdings
AUM
$166M
This Quarter Return
-7.96%
1 Year Return
+26.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(-13%)
Cap. Flow
-$5.62M
Cap. Flow
% of AUM
-4.36%
Top 10 Holdings %
Top 10 Hldgs %
49.45%
Holding
107
New
1
Increased
25
Reduced
50
Closed
9
Top Buys
| 1 |
Rocket Lab Corporation Common Stock
RKLB
|
$331K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$170K |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
$157K |
| 4 |
Meta Platforms (Facebook)
META
|
$129K |
| 5 |
Intel
INTC
|
$127K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$1.28M |
| 2 |
Adobe
ADBE
|
$605K |
| 3 |
NVIDIA
NVDA
|
$578K |
| 4 |
Broadcom
AVGO
|
$432K |
| 5 |
Eaton
ETN
|
$374K |
Sector Composition
| 1 | Technology | 39.34% |
| 2 | Communication Services | 7.39% |
| 3 | Industrials | 6.97% |
| 4 | Consumer Discretionary | 6.76% |
| 5 | Financials | 4.85% |
