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
$206M
AUM Growth
+$14.8M
(+7.7%)
Holding
152
Top Buys
| 1 | +$689K | |
| 2 | +$676K | |
| 3 | +$654K | |
| 4 |
Symbotic
SYM
|
+$484K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$471K |
Top Sells
| 1 | +$623K | |
| 2 | +$597K | |
| 3 | +$289K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$252K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$245K |
Sector Composition
| 1 | Technology | 39.41% |
| 2 | Industrials | 10.45% |
| 3 | Communication Services | 10.03% |
| 4 | Consumer Discretionary | 4.88% |
| 5 | Financials | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
iShares Bitcoin Trust
IBIT
$65B
| – | – |
-3,882
|
|
||
152
DraftKings
DKNG
$12.7B
| – | – |
-6,060
|
|