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
$139M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$624K
3
+$441K
4
CRWD icon
CrowdStrike
CRWD
+$402K
5
IBM icon
IBM
IBM
+$276K

Top Sells

1
+$918K
2
+$627K
3
+$593K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$239K
5
BLD icon
TopBuild
BLD
+$235K

Sector Composition

1 Technology 42.59%
2 Communication Services 7.09%
3 Industrials 6.79%
4 Consumer Discretionary 6.2%
5 Financials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.15%
9,055
-1,543
102
$212K 0.15%
1,700
103
$211K 0.15%
+1,410
104
$208K 0.15%
+1,907
105
– –
-970
106
– –
-610
107
– –
-1,770
108
– –
-1,100
109
– –
-7,650
1 2 3 4
5