DWG
Darden Wealth Group Portfolio holdings
AUM
$166M
1-Year Return
26.3%
This Quarter Return
+2.56%
1 Year Return
+26.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
-$26.6M
(-16%)
Cap. Flow
+$2.51M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
51.12%
Holding
109
New
8
Increased
40
Reduced
30
Closed
5
Top Buys
| 1 |
ServiceNow
NOW
|
$908K |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$624K |
| 3 |
Apple
AAPL
|
$441K |
| 4 |
CrowdStrike
CRWD
|
$402K |
| 5 |
IBM
IBM
|
$276K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$918K |
| 2 |
Super Micro Computer
SMCI
|
$627K |
| 3 |
Boeing
BA
|
$593K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$239K |
| 5 |
TopBuild
BLD
|
$235K |
Sector Composition
| 1 | Technology | 42.59% |
| 2 | Communication Services | 7.09% |
| 3 | Industrials | 6.79% |
| 4 | Consumer Discretionary | 6.2% |
| 5 | Financials | 3.72% |
