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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
76
$521K 0.27%
3,393
-80
77
$518K 0.27%
5,209
+300
78
$517K 0.27%
3,666
+380
79
$515K 0.27%
4,639
80
$499K 0.26%
2,382
+180
81
$495K 0.26%
22,812
-95
82
$488K 0.26%
418
-36
83
$483K 0.25%
1,017
84
$471K 0.25%
3,520
-550
85
$470K 0.25%
2,418
+1
86
$450K 0.24%
4,650
87
$441K 0.23%
16,167
-849
88
$435K 0.23%
2,347
+41
89
$424K 0.22%
+1,504
90
$416K 0.22%
2,859
91
$403K 0.21%
1,970
-200
92
$401K 0.21%
9,650
-550
93
$394K 0.21%
4,233
94
$384K 0.2%
+1,510
95
$384K 0.2%
7,084
+184
96
$374K 0.2%
2,350
-46
97
$361K 0.19%
1,960
+450
98
$354K 0.18%
5,331
+250
99
$351K 0.18%
+3,130
100
$347K 0.18%
57,000
2 3
4
5 6