DWG
Darden Wealth Group Portfolio holdings
AUM
$166M
1-Year Est. Return
26.3%
1 Year Est. Return
+26.3%
AUM
$129M
AUM Growth
-$19.5M
(-13%)
Holding
107
Top Buys
| 1 | +$331K | |
| 2 | +$170K | |
| 3 | +$157K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129K |
| 5 |
Intel
INTC
|
+$127K |
Top Sells
| 1 | +$1.28M | |
| 2 | +$605K | |
| 3 | +$578K | |
| 4 |
Broadcom
AVGO
|
+$432K |
| 5 |
Eaton
ETN
|
+$374K |
Sector Composition
| 1 | Technology | 39.34% |
| 2 | Communication Services | 7.39% |
| 3 | Industrials | 6.97% |
| 4 | Consumer Discretionary | 6.76% |
| 5 | Financials | 4.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Marvell Technology
MRVL
$72.5B
| – | – |
-2,390
|
|
||
102
Strategy Inc
MSTR
$83B
| – | – |
-850
|
|
||
103
Nuveen ESG Mid-Cap Growth ETF
NUMG
$412M
| – | – |
-5,413
|
|
||
104
iShares Semiconductor ETF
SOXX
$16.1B
| – | – |
-1,083
|
|
||
105
Adobe
ADBE
$148B
| – | – |
-1,361
|
|
||
106
iShares MSCI KLD 400 Social ETF
DSI
$5.05B
| – | – |
-1,907
|
|
||
107
Vanguard Mega Cap Growth ETF
MGK
$31.6B
| – | – |
-700
|
|