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DWG
Darden Wealth Group Portfolio holdings
AUM
$196M
1-Year Est. Return
48.82%
This Fund
S&P 500
1 Year Est. Return
+48.82%
AUM
$196M
AUM Growth
-$9.88M
(-4.8%)
Holding
168
Top Buys
| 1 | +$662K | |
| 2 | +$641K | |
| 3 | +$639K | |
| 4 |
FTAI Aviation
FTAI
|
+$601K |
| 5 |
Argan
AGX
|
+$591K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$1.19M | |
| 3 | +$968K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$756K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$691K |
Sector Composition
| 1 | Technology | 37.45% |
| 2 | Industrials | 12.25% |
| 3 | Communication Services | 8.83% |
| 4 | Consumer Discretionary | 4.51% |
| 5 | Financials | 3.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Apollo Global Management
APO
$75.6B
| – | – |
-1,700
|
|
||
152
AeroVironment
AVAV
$8.75B
| – | – |
-850
|
|
||
153
Constellation Energy
CEG
$86.5B
| – | – |
-600
|
|
||
154
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.8B
| – | – |
-2,960
|
|
||
155
iShares Core Dividend Growth ETF
DGRO
$40.3B
| – | – |
-9,200
|
|
||
156
Walt Disney
DIS
$171B
| – | – |
-2,032
|
|
||
157
EPAM Systems
EPAM
$4.86B
| – | – |
-1,600
|
|
||
158
iShares US Tech Independence Focused ETF
IETC
$755M
| – | – |
-2,600
|
|
||
159
Innodata
INOD
$3.26B
| – | – |
-5,801
|
|
||
160
Intuitive Surgical
ISRG
$146B
| – | – |
-400
|
|
||
161
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$539M
| – | – |
-2,070
|
|
||
162
Mercado Libre
MELI
$80.5B
| – | – |
-150
|
|
||
163
Oracle
ORCL
$579B
| – | – |
-3,046
|
|
||
164
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.38B
| – | – |
-14,716
|
|
||
165
Qualcomm
QCOM
$202B
| – | – |
-1,196
|
|
||
166
Invesco S&P 500 Equal Weight ETF
RSP
$88.3B
| – | – |
-1,710
|
|
||
167
Toast
TOST
$14.1B
| – | – |
-5,670
|
|
||
168
Rubrik
RBRK
$14.7B
| – | – |
-8,394
|
|