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
$149M
AUM Growth
+$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$981K
3
+$715K
4
CRWD icon
CrowdStrike
CRWD
+$698K
5
CLS icon
Celestica
CLS
+$521K

Top Sells

1
+$1.31M
2
+$673K
3
+$363K
4
BLDR icon
Builders FirstSource
BLDR
+$352K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$260K

Sector Composition

1 Technology 43.81%
2 Communication Services 7.71%
3 Industrials 7.03%
4 Consumer Discretionary 6.88%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.16%
+1,083
102
$232K 0.16%
2,155
-501
103
$219K 0.15%
828
104
$210K 0.14%
1,907
105
$202K 0.14%
430
106
$60.6K 0.04%
44,900
-68,100
107
– –
-780
108
– –
-9,055
109
– –
-9,708
110
– –
-4,319
111
– –
-2,315
112
– –
-1,120
1 2 3 4
5