DWM

Drive Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$5.93M
3
+$4.43M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.09M
5
CDX icon
Simplify High Yield ETF
CDX
+$3.09M

Top Sells

1
+$7.55M
2
+$7.53M
3
+$3.04M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.58M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.52M

Sector Composition

1 Technology 17.18%
2 Financials 7.04%
3 Communication Services 5.65%
4 Consumer Discretionary 5.17%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$317K 0.07%
2,439
+77
227
$317K 0.07%
2,492
+21
228
$314K 0.07%
4,701
+13
229
$310K 0.07%
2,313
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230
$310K 0.07%
1,837
-30
231
$309K 0.07%
2,745
+310
232
$305K 0.06%
2,584
-14
233
$302K 0.06%
4,408
-12,318
234
$302K 0.06%
1,768
+86
235
$301K 0.06%
3,039
-183
236
$300K 0.06%
1,449
-22
237
$296K 0.06%
8,837
-227
238
$294K 0.06%
10,198
+18
239
$289K 0.06%
303
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240
$287K 0.06%
430
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241
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242
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243
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3,083
-1,137
244
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999
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245
$281K 0.06%
3,395
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246
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3,318
-258
247
$280K 0.06%
1,885
-486
248
$280K 0.06%
2,441
+138
249
$278K 0.06%
2,843
-443
250
$277K 0.06%
4,103
-23
8 9
10
11 12