DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$985K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$901K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$871K

Top Sells

1
+$15.3M
2
+$3.49M
3
+$1.29M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$669K

Sector Composition

1 Technology 16.31%
2 Financials 7.32%
3 Communication Services 5.05%
4 Consumer Discretionary 4.66%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$323K 0.07%
4,688
+332
227
$322K 0.07%
20,960
-101
228
$318K 0.07%
3,488
+31
229
$317K 0.07%
3,942
-208
230
$316K 0.07%
+4,653
231
$314K 0.07%
2,362
+12
232
$312K 0.07%
786
-139
233
$309K 0.07%
1,003
+139
234
$308K 0.07%
4,126
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235
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3,169
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236
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3,550
+63
237
$303K 0.07%
2,471
+38
238
$302K 0.07%
5,822
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239
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3,222
-78
240
$301K 0.07%
668
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241
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2,782
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242
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2,296
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243
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6,163
-2,699
244
$284K 0.06%
3,121
+602
245
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2,171
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246
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3,565
-235
247
$278K 0.06%
543
+40
248
$278K 0.06%
+3,366
249
$275K 0.06%
1,598
-137
250
$273K 0.06%
2,371
+112
8 9
10
11 12