DWG
Darden Wealth Group Portfolio holdings
AUM
$166M
1-Year Return
26.3%
This Quarter Return
+24.2%
1 Year Return
+26.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$36.8M
(+29%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
7.6%
Top 10 Holdings %
Top 10 Hldgs %
47.19%
Holding
136
New
38
Increased
26
Reduced
53
Closed
4
Top Buys
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
$1.25M |
| 2 |
Applovin
APP
|
$1.24M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.12M |
| 4 |
Mercado Libre
MELI
|
$1.08M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$895K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$912K |
| 2 |
Apple
AAPL
|
$812K |
| 3 |
UnitedHealth
UNH
|
$552K |
| 4 |
McDonald's
MCD
|
$444K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$434K |
Sector Composition
| 1 | Technology | 40.43% |
| 2 | Industrials | 8.53% |
| 3 | Communication Services | 7.54% |
| 4 | Consumer Discretionary | 6.31% |
| 5 | Financials | 3.74% |
