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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
126
$213K 0.11%
+7,702
127
$209K 0.11%
10,000
128
$207K 0.11%
11,000
129
$207K 0.11%
+520
130
$206K 0.11%
10,000
131
$205K 0.11%
+5,150
132
$203K 0.11%
12,000
133
$200K 0.1%
12,000
134
$35.5K 0.02%
32,016
-4,984
135
– –
-3,400
136
– –
-4,014
137
– –
-399
138
– –
-8,475
139
– –
-7,800
140
– –
-1,830
141
– –
-1,159
142
– –
-3,715
143
– –
-510
144
– –
-600
145
– –
-15,069
146
– –
-7,940
147
– –
-4,600
148
– –
-1,992
149
– –
-1,955
2 3 4 5
6