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
$166M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$2.25M
3
+$613K
4
AAPL icon
Apple
AAPL
+$580K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$454K

Top Sells

1
+$1.57M
2
+$707K
3
+$697K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$605K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$523K

Sector Composition

1 Technology 35.87%
2 Industrials 22.9%
3 Communication Services 6.34%
4 Consumer Discretionary 5.06%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.12%
828
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