DWG

Darden Wealth Group Portfolio holdings

AUM $206M
1-Year Est. Return 39.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$7.07M
3 +$5.68M
4
MSFT icon
Microsoft
MSFT
+$5.63M
5
AMZN icon
Amazon
AMZN
+$4.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.76%
2 Consumer Discretionary 8.33%
3 Communication Services 7.67%
4 Industrials 6.96%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$42.2K 0.04%
+382
102
$28.9K 0.03%
+28,887