DWM
RA

Drive Wealth Management’s Brookfield Real Assets Income Fund RA Stock Holding History

Drive Wealth Management’s Portfolio RA Stock Details RA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.95M Buy
146,193
+18,999
+15% +$254K 0.43% 53
2025
Q1 		$1.67M Buy
127,194
+27,170
+27% +$358K 0.39% 59
2024
Q4 		$1.33M Buy
100,024
+16,419
+20% +$219K 0.33% 61
2024
Q3 		$1.15M Buy
+83,605
New +$1.15M 0.3% 63