DWG

Darden Wealth Group Portfolio holdings

AUM $166M
1-Year Est. Return 26.3%
This Quarter Est. Return
1 Year Est. Return
+26.3%
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 +$11.7M
2 +$7.37M
3 +$5.95M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.91M
5
AMZN icon
Amazon
AMZN
+$5.23M

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%
+3,815
102
$28.9K 0.03%
+28,887