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DWG

Darden Wealth Group Portfolio holdings

AUM $196M
1-Year Est. Return 48.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$936K
3
+$650K
4
NEE icon
NextEra Energy
NEE
+$618K
5
GLD icon
SPDR Gold Trust
GLD
+$560K

Top Sells

1
+$1.63M
2
+$738K
3
+$599K
4
MELI icon
Mercado Libre
MELI
+$456K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$359K

Sector Composition

1 Technology 40.31%
2 Industrials 9.25%
3 Communication Services 9.2%
4 Consumer Discretionary 5.26%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$343K 0.18%
687
-11
102
$341K 0.18%
4,900
-500
103
$335K 0.18%
1,130
104
$331K 0.17%
+6,150
105
$324K 0.17%
1,710
106
$318K 0.17%
+3,200
107
$317K 0.17%
1,287
-503
108
$295K 0.15%
+1,368
109
$289K 0.15%
2,110
-345
110
$271K 0.14%
2,367
-14
111
$271K 0.14%
5,801
-351
112
$265K 0.14%
+2,600
113
$262K 0.14%
430
114
$253K 0.13%
+377
115
$252K 0.13%
3,882
+500
116
$246K 0.13%
1,705
117
$246K 0.13%
3,133
-50
118
$246K 0.13%
515
-20
119
$246K 0.13%
+780
120
$240K 0.13%
1,907
121
$240K 0.13%
3,160
+230
122
$235K 0.12%
+780
123
$231K 0.12%
+825
124
$227K 0.12%
6,060
+1,200
125
$227K 0.12%
1,700
2 3 4
5
6