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
$128M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$815K
3
+$806K
4
ETN icon
Eaton
ETN
+$766K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$740K

Top Sells

1
+$741K
2
+$623K
3
+$484K
4
TSLA icon
Tesla
TSLA
+$468K
5
NGG icon
National Grid
NGG
+$438K

Sector Composition

1 Technology 38.48%
2 Consumer Discretionary 7.06%
3 Communication Services 6.93%
4 Industrials 6.47%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.16%
4,694
-600
102
$203K 0.16%
+2,005
103
$203K 0.16%
10,000
104
$202K 0.16%
+1,002
105
$201K 0.16%
11,000
106
$201K 0.16%
10,000
107
$200K 0.16%
+970
108
– –
-12,000
109
– –
-12,000
110
– –
-3,815
111
– –
-4,700
112
– –
-28,887
113
– –
-1,000
114
– –
-6,628
115
– –
-1,120
1 2 3 4
5