We are live on ! Find out more
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
51
$857K 0.45%
4,698
+1,720
52
$856K 0.45%
5,510
-561
53
$839K 0.44%
906
+138
54
$824K 0.43%
+10,788
55
$796K 0.42%
17,824
-1,064
56
$782K 0.41%
1,025
-300
57
$749K 0.39%
12,507
+465
58
$736K 0.39%
5,889
-290
59
$706K 0.37%
1,153
-198
60
$691K 0.36%
4,269
+1,177
61
$685K 0.36%
6,136
-814
62
$681K 0.36%
8,283
+4,882
63
$653K 0.34%
2,121
64
$638K 0.33%
+8,454
65
$626K 0.33%
9,200
-4,300
66
$625K 0.33%
655
+155
67
$625K 0.33%
10,950
-800
68
$623K 0.33%
+43,600
69
$617K 0.32%
12,473
-2,066
70
$599K 0.31%
25,913
-16
71
$597K 0.31%
1,440
-150
72
$576K 0.3%
5,585
-225
73
$558K 0.29%
1,633
+187
74
$530K 0.28%
1,761
+307
75
$526K 0.27%
225
-190
1 2
3
4 5