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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$265K 0.07%
1,704
+98
227
$264K 0.07%
7,875
-234
228
$263K 0.07%
2,542
+59
229
$263K 0.07%
3,263
+172
230
$262K 0.07%
+7,673
231
$260K 0.07%
2,211
+21
232
$259K 0.07%
21,950
233
$258K 0.07%
5,951
+74
234
$258K 0.07%
87
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235
$257K 0.07%
953
+39
236
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1,254
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237
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238
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4,276
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239
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14,231
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240
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2,398
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241
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242
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243
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4,176
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244
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245
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246
$242K 0.07%
1,747
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247
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+1,300
248
$234K 0.06%
+10,968
249
$233K 0.06%
1,415
+39
250
$233K 0.06%
431
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10
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