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
$270M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$5.37M
3
+$4.6M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$4.46M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.25M

Top Sells

1
+$5.39M
2
+$4.33M
3
+$3.16M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.23M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.61M

Sector Composition

1 Financials 16.14%
2 Technology 14.46%
3 Healthcare 4.94%
4 Consumer Discretionary 3.87%
5 Energy 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$226K 0.08%
3,926
-357
227
$225K 0.08%
+4,934
228
$223K 0.08%
3,171
+286
229
$222K 0.08%
4,501
+128
230
$222K 0.08%
2,353
-275
231
$221K 0.08%
684
-17
232
$219K 0.08%
+7,440
233
$218K 0.08%
3,784
234
$218K 0.08%
3,802
+82
235
$218K 0.08%
+3,446
236
$216K 0.08%
+531
237
$216K 0.08%
+495
238
$214K 0.08%
+1,454
239
$213K 0.08%
+647
240
$213K 0.08%
+439
241
$212K 0.08%
31,450
+1,000
242
$209K 0.08%
+2,089
243
$209K 0.08%
4,492
-376
244
$208K 0.08%
+3,230
245
$207K 0.08%
+8,970
246
$207K 0.08%
+7,034
247
$204K 0.08%
+1,957
248
$204K 0.08%
+626
249
$203K 0.08%
6,925
+169
250
$202K 0.08%
+4,568
8 9
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