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
$408M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.43M
3
+$2.79M
4
KNF icon
Knife River
KNF
+$2.06M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$1.22M

Top Sells

1
+$4.7M
2
+$3.14M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$856K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$684K

Sector Composition

1 Technology 16.36%
2 Financials 13.18%
3 Consumer Discretionary 4.9%
4 Healthcare 4%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$278K 0.07%
1,512
-39
227
$276K 0.07%
+16,560
228
$276K 0.07%
7,673
229
$275K 0.07%
2,743
+53
230
$274K 0.07%
1,468
+42
231
$274K 0.07%
3,014
+582
232
$274K 0.07%
564
-11
233
$273K 0.07%
2,641
+432
234
$272K 0.07%
+6,701
235
$271K 0.07%
+5,000
236
$270K 0.07%
3,515
+116
237
$270K 0.07%
10,177
-1,829
238
$264K 0.06%
12,037
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239
$263K 0.06%
3,615
-78
240
$262K 0.06%
+8,921
241
$262K 0.06%
+3,466
242
$262K 0.06%
32
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243
$262K 0.06%
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244
$260K 0.06%
+2,352
245
$260K 0.06%
767
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246
$258K 0.06%
551
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247
$258K 0.06%
2,897
+47
248
$257K 0.06%
2,093
+71
249
$256K 0.06%
+789
250
$255K 0.06%
2,316
+1
8 9
10
11 12