DWG
Darden Wealth Group Portfolio holdings
AUM
$166M
1-Year Est. Return
26.3%
1 Year Est. Return
+26.3%
AUM
$166M
AUM Growth
+$36.8M
(+29%)
Holding
136
Top Buys
| 1 | +$1.25M | |
| 2 | +$1.24M | |
| 3 | +$1.12M | |
| 4 |
Mercado Libre
MELI
|
+$1.08M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$895K |
Top Sells
| 1 | +$912K | |
| 2 | +$812K | |
| 3 | +$552K | |
| 4 |
McDonald's
MCD
|
+$444K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$434K |
Sector Composition
| 1 | Technology | 40.43% |
| 2 | Industrials | 8.53% |
| 3 | Communication Services | 7.54% |
| 4 | Consumer Discretionary | 6.31% |
| 5 | Financials | 3.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
| $206K | 0.12% |
+11,000
|
|
||
127
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
| $205K | 0.12% |
+10,000
|
|
||
128
Toast
TOST
$22.4B
| $204K | 0.12% |
+4,600
|
|
||
129
Deere & Co
DE
$128B
| $203K | 0.12% |
+399
|
|
||
130
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
| $201K | 0.12% |
+12,000
|
|
||
131
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.26B
| $198K | 0.12% |
+12,000
|
|
||
|
SACH
132
Sachem Capital Corp
SACH
$52.1M
| $44.4K | 0.03% |
37,000
-5,000
|
|
||
133
Intel
INTC
$182B
| – | – |
-5,579
|
|
||
|
134
McDonald's
MCD
$218B
| – | – |
-1,420
|
|
||
135
Thermo Fisher Scientific
TMO
$216B
| – | – |
-640
|
|
||
136
UnitedHealth
UNH
$328B
| – | – |
-1,054
|
|