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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$260K 0.07%
+423
227
$260K 0.07%
3,832
-79
228
$258K 0.07%
4,689
-38
229
$258K 0.07%
35,276
-560
230
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1,721
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231
$256K 0.07%
+2,190
232
$255K 0.07%
81
233
$255K 0.07%
5,877
+184
234
$253K 0.07%
21,950
235
$252K 0.07%
2,483
+18
236
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4,271
-136
237
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6,091
+139
238
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3,459
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239
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1,462
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240
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241
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242
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243
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244
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34,450
245
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246
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21,141
-4,234
247
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2,328
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248
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+1,220
249
$241K 0.07%
3,771
-1,057
250
$241K 0.07%
+4,177
8 9
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