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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$222K 0.08%
8,128
+688
227
$222K 0.08%
36,450
+5,000
228
$221K 0.08%
1,346
-3
229
$218K 0.08%
2,853
-1,454
230
$218K 0.08%
3,784
231
$216K 0.08%
1,537
+83
232
$216K 0.08%
5,009
-935
233
$215K 0.08%
+2,527
234
$212K 0.08%
1,213
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235
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+5,363
236
$212K 0.08%
+5,464
237
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1,730
+30
238
$211K 0.08%
3,257
+86
239
$210K 0.08%
2,652
-263
240
$208K 0.08%
2,353
241
$208K 0.08%
+4,528
242
$205K 0.07%
2,234
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243
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+463
244
$202K 0.07%
1,008
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245
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246
$200K 0.07%
+1,334
247
$199K 0.07%
11,647
+1,259
248
$180K 0.07%
18,672
-9,565
249
$175K 0.06%
17,748
+2,343
250
$140K 0.05%
11,251
+325
8 9
10
11 12