DWG
Darden Wealth Group Portfolio holdings
AUM
$166M
This Quarter Return
+7.72%
1 Year Return
+26.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+6.5%)
Cap. Flow
+$6.34M
Cap. Flow
% of AUM
4.27%
Top 10 Holdings %
Top 10 Hldgs %
52.23%
Holding
112
New
8
Increased
40
Reduced
33
Closed
6
Top Buys
| 1 |
Arista Networks
ANET
|
$1.89M |
| 2 |
Rocket Lab Corporation Common Stock
RKLB
|
$1.27M |
| 3 |
ServiceNow
NOW
|
$981K |
| 4 |
Broadcom
AVGO
|
$715K |
| 5 |
CrowdStrike
CRWD
|
$698K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.31M |
| 2 |
Target
TGT
|
$673K |
| 3 |
Transmedics
TMDX
|
$363K |
| 4 |
Builders FirstSource
BLDR
|
$352K |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$260K |
Sector Composition
| 1 | Technology | 43.81% |
| 2 | Communication Services | 7.71% |
| 3 | Industrials | 7.03% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Financials | 3.91% |
