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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$255K 0.08%
1,399
+65
227
$254K 0.08%
10,662
+551
228
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+930
229
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+2,498
230
$252K 0.08%
+1,672
231
$251K 0.08%
21,950
+10,200
232
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+5,693
233
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13,820
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234
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+3,646
235
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-168
236
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34,450
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237
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238
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239
$241K 0.08%
5,952
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240
$241K 0.08%
8,591
-2,713
241
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242
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243
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2,843
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244
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245
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6,796
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246
$236K 0.08%
19,946
-7,653
247
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248
$233K 0.08%
487
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249
$232K 0.07%
2,294
-1,229
250
$231K 0.07%
+1,566
8 9
10
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