DWM

Drive Wealth Management Portfolio holdings

AUM $472M
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.67M
3
+$5.91M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.79M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.71M

Top Sells

1
+$1.41M
2
+$1.02M
3
+$697K
4
PCT icon
PureCycle Technologies
PCT
+$565K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$537K

Sector Composition

1 Financials 19.2%
2 Technology 11%
3 Healthcare 6.01%
4 Energy 5.19%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$182K 0.09%
+10,871
227
$175K 0.09%
55,800
-4,140
228
$164K 0.08%
16,589
+162
229
$161K 0.08%
18,699
+8,000
230
$158K 0.08%
22,500
+6,500
231
$157K 0.08%
+12,500
232
$153K 0.08%
+19,109
233
$142K 0.07%
19,996
-3,335
234
$134K 0.07%
12,329
+15
235
$125K 0.06%
+27,260
236
$122K 0.06%
11,582
+66
237
$112K 0.06%
14,000
+624
238
$88.5K 0.04%
14,120
+2,756
239
$88.4K 0.04%
25,333
+15,134
240
$77K 0.04%
64,203
-2,464
241
$76.2K 0.04%
+11,675
242
$75.6K 0.04%
14,600
+600
243
$65.5K 0.03%
+28,126
244
$63.8K 0.03%
+1,093
245
$63.3K 0.03%
28,788
+14,346
246
$50K 0.03%
+10,072
247
$44.4K 0.02%
2,990
248
$43.6K 0.02%
19,396
+2,108
249
$42.5K 0.02%
+11,332
250
$11.7K 0.01%
+10,170
7 8 9
10
11