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
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.1%
1,101
-60
227
$229K 0.1%
+318
228
$228K 0.1%
6,328
-740
229
$227K 0.1%
+892
230
$227K 0.09%
23,339
-1,347
231
$227K 0.09%
22,700
-9,513
232
$226K 0.09%
+1,578
233
$224K 0.09%
+3,720
234
$224K 0.09%
3,738
+436
235
$222K 0.09%
+1,296
236
$222K 0.09%
+3,784
237
$221K 0.09%
1,291
+177
238
$218K 0.09%
+35,886
239
$217K 0.09%
875
-24
240
$216K 0.09%
20,750
+502
241
$216K 0.09%
4,373
+469
242
$216K 0.09%
4,283
-59
243
$215K 0.09%
+7,954
244
$212K 0.09%
+2,663
245
$212K 0.09%
+301
246
$211K 0.09%
30,450
+7,950
247
$210K 0.09%
6,756
-15
248
$209K 0.09%
1,979
-326
249
$208K 0.09%
+1,534
250
$206K 0.09%
+1,044
8 9
10
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