DWG
Darden Wealth Group Portfolio holdings
AUM
$166M
This Quarter Return
+22.07%
1 Year Return
+26.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(+23%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
7.94%
Top 10 Holdings %
Top 10 Hldgs %
46.45%
Holding
115
New
13
Increased
41
Reduced
31
Closed
8
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.58M |
| 2 |
CrowdStrike
CRWD
|
$858K |
| 3 |
Advanced Micro Devices
AMD
|
$815K |
| 4 |
Broadcom
AVGO
|
$806K |
| 5 |
Eaton
ETN
|
$766K |
Top Sells
| 1 |
Boeing
BA
|
$741K |
| 2 |
NVIDIA
NVDA
|
$623K |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$484K |
| 4 |
Tesla
TSLA
|
$468K |
| 5 |
National Grid
NGG
|
$438K |
Sector Composition
| 1 | Technology | 38.48% |
| 2 | Consumer Discretionary | 7.06% |
| 3 | Communication Services | 6.93% |
| 4 | Industrials | 6.47% |
| 5 | Financials | 3.65% |
